Senior Service Relationship Manager
IDFC FIRST Bank
Date: 1 day ago
City: Delhi, Delhi
Contract type: Full time
Job Requirements
Job Requirements
Role/Job Title: Senior Service Relationship Manager
Business: Retail Banking
Function/ Department: Retail Liabilities
Place of work: Hyderabad
Roles & Responsibilities
'Application processing for various Products like Mutual Funds, bonds, PMS, AIF, Insurance etc , MIS Preparation for the Sales Numbers of the Wealth Managers. Business reportings in the Sytem. Ensuring Zero rejections in the application Processing.Preparation of Portfolio reports and also Morningstar reports for customer portfolio reviews. Ensuring Mandatory NISM and IRDA Certifications to all Wealth Managers. Compliance to rules and regulations of bank.
Secondary Responsibilities
'Ensuring and monitoring the work assigned to Associate SRM, Service RM's performed with due Diligence. Monitoring the validity of the wealth managers NISM, IRDA certifications on monthly basis. Checking the transaction registers, transaction Filings, Risk Profiling of clients on Weekly basis. Efficient MIS maintainance and also providing necessary Data to Wealth managers and Team Leaders. Co-ordination with the Central team on various quiries and resolving them.
Managerial & Leadership Responsibilities
'Should Ensure the service/operations Team will deliver Efficient seervices to clients and the necessary sales support to Wealth managers
Key Success Metrics
Efficient MIS Preparation. Zero Rejections / NIL FTNR in the Investment Application Processings, Efficient Client Service
Following all Processes of bank and ensuring that work is done as per Process
Job Requirements
Role/Job Title: Senior Service Relationship Manager
Business: Retail Banking
Function/ Department: Retail Liabilities
Place of work: Hyderabad
Roles & Responsibilities
'Application processing for various Products like Mutual Funds, bonds, PMS, AIF, Insurance etc , MIS Preparation for the Sales Numbers of the Wealth Managers. Business reportings in the Sytem. Ensuring Zero rejections in the application Processing.Preparation of Portfolio reports and also Morningstar reports for customer portfolio reviews. Ensuring Mandatory NISM and IRDA Certifications to all Wealth Managers. Compliance to rules and regulations of bank.
Secondary Responsibilities
'Ensuring and monitoring the work assigned to Associate SRM, Service RM's performed with due Diligence. Monitoring the validity of the wealth managers NISM, IRDA certifications on monthly basis. Checking the transaction registers, transaction Filings, Risk Profiling of clients on Weekly basis. Efficient MIS maintainance and also providing necessary Data to Wealth managers and Team Leaders. Co-ordination with the Central team on various quiries and resolving them.
Managerial & Leadership Responsibilities
'Should Ensure the service/operations Team will deliver Efficient seervices to clients and the necessary sales support to Wealth managers
Key Success Metrics
Efficient MIS Preparation. Zero Rejections / NIL FTNR in the Investment Application Processings, Efficient Client Service
Following all Processes of bank and ensuring that work is done as per Process
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Site Reliability Engineer (Senior) ID35140
AgileEngine,
Delhi, Delhi
4 days ago
AgileEngine is one of the Inc. 5000 fastest-growing companies in the US and a top-3 ranked dev shop according to Clutch. We create award-winning custom software solutions that help companies across 15+ industries change the lives of millions. If you like a challenging environment where you’re working with the best and are encouraged to learn and experiment every day, there’s...
Senior Associate - AEP Section - 12851
GMR Group,
Delhi, Delhi
1 week ago
Job PurposeTo ensure, processing and issuance of all types of Airport Entry Pass (AEPs) in compliance with the BCAS guidelines in coordination with the stakeholder & providing necessary guidance for getting the timely processing of AEPs at the IGI Airport.ORGANISATION CHARTKey Accountabilities Registration of entities and their Authorized signatories to apply for TAEPs/BAEPs. - Number of registration completed Guiding stakeholders...
Full Stack Developer
Iora Ecological Solutions,
Delhi, Delhi
1 week ago
Job DescriptionJob Type: Full timeProject Location: New Delhi, IndiaNumber of Positions: 1Start Date: ImmediateJob Description IORA is looking for a dynamic and versatile Full Stack Developer to join its technology team. The selected candidate will contribute to the development of both geospatial and non-geospatial web-based applications that support environmental sustainability, climate resilience, and natural resource management. This includes building scalable...
