Service Relationship Manager - PCG Wealth

Critical

• Responsible for Client services as well as providing support to the Financial Advisors.
• Responsible for Client services as well as providing support to the Financial Advisors.
• Deal with HNIs UHNIs and then execute their financial n nonfinancial investment transaction
• Learn advance systems for investment reporting tracking
• Understand clients needs and resolve their queries.
• To coordinate with High Net Individuals (HNI) for their documentation and assist them to have their accounts activated
• Ensure Smooth on-boarding and creation of client in the system
• Sharing Portfolio Reports and various statements on timely basis and on customer request
• Ensuring smooth processing of Accounts and ensure clarity in documentation, with adequate record of updates and process flow
• Control Mechanism for all deferrals/ exceptions

Routine

• Seamless handling of the backend and operational requirements to keep the investment process hassle free and paperless
• Seamless handling of the backend and operational requirements to keep the investment process hassle free and paperless
• Adhering to the processes and providing inputs to improvise it further
• Initiating client contact via phone/meetings as needed to support RMs