Service Relationship Manager

ASK Private Wealth; Mumbai; On-site; INR 800,000 - 1,500,000; Full time

Job summary

ASK Private Wealth in Mumbai invites an experienced client services professional to join our Private Wealth team. You will be the single point of contact for clients, delivering best-in-class service and coordinating with HO for complex requirements.

Applicants should have Graduate/MBA and 4+ years in private wealth service, with a strong focus on relationship management, accuracy, and regulatory knowledge. Join a dynamic, client-centric firm serving UHNW families.

Qualifications

• Graduate/MBA with 4+ years in a Private Wealth service setup.
• Experience handling UHNW clientele is preferred.

Responsibilities

• Engage proactively with clients and be their single point of contact for all service-related requirements.
• Be hands on and provide best in class service to clients.
• Coordinate with HO team & other outfits for critical & complex requirements & escalations.
• Arrange and maintain portfolio statements for clients & RMs, accompany RMs for client visits as required.
• Ensure all requests, queries and complaints are routed through the Query Management System (QMS).
• Possess and ensure thorough knowledge of critical documentation for all products, developments and regulatory requirements.
• Ensure duly completed account opening forms with required supporting documents are sent to HO with zero error.
• Ensure timely and accurate processing of investment transactions (POA and executionary) for all products – MFs, PMS, Structured products, Bonds, NCDs, Real estate funds etc.
• Process and coordinate with HO for institutional, Family Office & Model Portfolio Mutual Fund trades.
• Manage and coordinate all Equity & Debt PMS redemptions & inflows.

Skills

Client service

Relationship management

Wealth management

Education

Graduate/MBA

Job description

Founded in 2007, ASK Private Wealth specializes Wealth Advisory and Family Office solutions for Ultra High Net Worth individuals and families. We serve over 3,500 Ultra High Net Worth and High Net Worth families, including 150 Fortune 500 families. With decades of experience across market & economic cycles and proven track record of money management, we help clients invest wisely and ensure smooth inter-generational transfer of wealth.

About the Company

ASK Group is a renowned financial services group and a leading industry player in asset and wealth management, catering to some of the most affluent families in India. Started in 1983, we're known for our strong research-based investment management, asset management, private equity, wealth advisory and multi-family office businesses. ASK Group is a portfolio company of Blackstone, world's largest global alternative asset manager.

For more details, please visit our website. [e-mail]

Responsibilities

• Engage proactively with clients and be their single point of contact for all service-related requirements


• Be hands on and provide best in class service to clients


• Coordinate with HO team & other outfits for critical & complex requirements & escalations


• Arrange & maintain portfolio statements for clients & Relationship managers, accompany RMs for client visits as and when required


• Ensure all requests, queries and complaints are routed through Query Management System (QMS)


• Possess & ensure thorough knowledge of critical documentations for all products, latest developments & regulatory requirements


• Ensure duly completed account opening forms with required supporting documents are sent to HO with zero error


• Ensure timely and accurate processing of investment transactions (POA and executionary) for all products – ex: MFs, PMS, Structured products, Bonds, NCDs, Real estate funds etc.


• Process & coordinate with HO for institutional, Family Office & Model Portfolio Mutual Fund trades


• Manage & coordinate all Equity & Debt PMS redemptions & Inflows

Qualifications & Required Skills

• Graduate/ MBA


• At least 4 years exposure in Service role with a Private Wealth set up

If you have a strong wealth management franchise and a passion for delivering exceptional client outcomes, we'd love to hear from you.