Service Relationship Manager - Sales - Investment/Trading Product (2-4 yrs)

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory, Retirement Planning and Tax planning solutions followed by investment execution to complete the entire circle. Committed to driving transformative change, we take pride in being among the early adopters of technology-driven wealth management solutions in the Indian financial landscape.

Our vision is to empower and educate individuals to make informed financial decisions and easily track their finances in real-time.

www.fintoo.in

Location- Andheri (Mumbai)

Work from Office

Interested candidates can mail across their resume

Key Responsibilities

1. Client Transaction Support:

- Assist Wealth Advisors and Client Relationship Managers in processing client transactions, including account openings, fund transfers, and distributions, ensuring accuracy and compliance with regulatory requirements.

- Coordinate with internal teams and external vendors to facilitate the timely execution and settlement of client transactions, resolving any issues or discrepancies as needed.

2. Account Maintenance and Administration:

- Manage client account documentation, including account agreements, beneficiary designations, and account maintenance requests, ensuring completeness and accuracy of records.

- Process account updates and maintenance requests, such as address changes, bank account updates, and account titling changes, in accordance with established policies and procedures.

3. Operational Support and Coordination:

- Serve as the primary point of contact for internal inquiries related to client accounts, transactions, and operational procedures, providing guidance and support to Wealth

- Advisors and Client Relationship Managers as needed.

- Collaborate with back-office operations teams, including compliance, finance, and technology, to address operational issues, resolve discrepancies, and streamline processes.

4. Client Service and Communication:

- Respond to client inquiries and requests for account information, transaction status, and documentation in a timely and professional manner, demonstrating a commitment to exceptional client service.

- Communicate proactively with clients to provide updates on account activities, transaction confirmations, and other relevant information, fostering strong client relationships and trust.

5. Compliance and Risk Management

- Ensure compliance with regulatory requirements, internal policies, and industry best practices related to client accounts, transactions, and data security.

- Maintain accurate and up-to-date records of client interactions, transactions, and account documentation, adhering to established recordkeeping standards.