Service Relationship Manager - Ultra HNI

Job Opportunity with a Leading Private Bank

Designation: Service Relationship Manager - Ultra HNI only

Location: Mumbai

Experience: 4+ Years

Role & Responsibilities:

• Handle client servicing by accepting and placing transaction orders as per RM/client instructions.
• Ensure smooth account operations with high first-pass accuracy, complete documentation, and proper process flow.
• Respond to client queries related to accounts, balances, statements, securities transfers, and product/service information.
• Identify, investigate, and resolve transaction or account-related discrepancies and errors.
• Coordinate with Operations, Product teams, service providers, and dealers for issue resolution and service delivery.
• Prepare and maintain MIS and portfolio reports for clients.
• Service banking requirements including cheque referrals, statements, Re-KYC, risk profiling, and KYC compliance.
• Handle NRI client servicing along with Trade and Forex transactions.
• Maintain and update client records, risk profiling, and family mapping; support audits and internal controls.
• Support Relationship Managers through client interactions, portfolio reviews, relationship deepening, and exception controls.
• Proactively improve processes, controls, and service efficiency while ensuring regulatory and internal compliance.
• Drive cross-sell of Savings Bank Accounts and banking hooks (Bill Pay, ASBA, AutoPay, Tax Registration, etc.) to increase primary banking relationships.

If this opportunity excites you, share your CV at mansi@thepremierconsultants.com

#ServiceRM #CustomerServiceExecutive #BankingOperations #WealthManagement #ClientServicing #RelationshipManagement #KYCCompliance #RiskProfiling #PortfolioManagement #MISReporting #NRIClientHandling #TradeAndForex #BankingJobs