Service Relationship Manager - Bank
Stock Market Trading Asset & Wealth Management
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Job Description
About the Role:
We are looking for a dynamic and client-focused Service Relationship Manager to join our Lucknow team.
The ideal candidate should have a strong background in client servicing, documentation, and handling transactions related to a wide range of investment products, including Mutual Funds, Bonds, PMS, Alternate Investments, and Unlisted Securities.
Key Responsibilities (KRAs):
- Manage end-to-end client servicing, ensuring a smooth onboarding and post-sales experience
- Handle KYC, documentation, and compliance requirements for all investment transactions
- Coordinate and execute client-specific service transactions across mutual funds, bonds, PMS, and alternate investments
- Address and resolve client queries, concerns, and service-related issues in a timely and professional manner
- Liaise with operations, compliance, and product teams to ensure client service excellence
- Maintain accurate and updated records of client interactions and transaction histories
- Support Relationship Managers in deepening existing relationships through consistent service delivery
Skills
BankingBanking OperationsKYCClient ServicesIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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