Roles and Responsibility

• Handle client requests - Execution of financial and non-financial transactions (and all actionable items for a client right from onboarding to the end of the relationship).
• Understand client requirements and provide impeccable service as per the client’s expectations.
• Accurately consolidate reports and correct/ rectify portfolios.
• Client meetings and client relationship management (meeting clients on a quarterly basis).
• Follow up and Coordination from distributors, AMC’s, Manufacturers, Correct discrepancies, etc. if any.
• Analyze client portfolios – Monthly reporting to the client.
• Checking of statements generated by the operations team before sending them to clients.
• Generating reports as per the requirement of the investment team for risk appraisal/ analysis.
• Coordinating with the RM, Investment team and client on investments.
• Hygiene check tasks for clients and taking to closure (Updation of RIA, Email ID, Nominee, etc.).