Service Relationship Manager

Michael Page

Delhi, India

Fresher

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Posted 8 hours ago
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Job Description

Opportunity to work with a leading financial institution
Opportunity to work directly with the senior management

Job Description

Provide comprehensive service support to Relationship Managers for HNI/UHNI client portfolios
Manage client onboarding and account maintenance, including KYC/AML, FATCA, documentation, modifications, and periodic reviews
Execute and process transactions across Mutual Funds, PMS, AIFs, bonds, deposits, and structured products
Handle day‑to‑day client service requests and queries related to statements, transactions, and account operations
Coordinate with internal teams such as operations, compliance, product, and investment teams for timely execution
Ensure regulatory compliance, documentation accuracy, and adherence to internal service benchmarks
Support portfolio reporting, client MIS, and service deliverables across investment products
Maintain accurate records, trackers, and reports for audits, reviews, and internal governance
Proactively monitor service turnaround times and ensure issue resolution with a client‑first approach

The Successful Applicant

Strong background in wealth management / private banking client servicing
Hands‑on experience in client onboarding, documentation, transaction processing, and service operations
Exposure to investment products including Mutual Funds, PMS, AIFs, bonds, and deposits
Good understanding of banking and investment compliance requirements
Strong coordination, communication, and stakeholder‑management skills
Proficient in wealth platforms, core banking/portfolio systems, MS Excel, and reporting tools

What's on Offer

Opportunity to be a part of a fast growing organization.

More Info

Job Type:

Permanent Job

Function:

Financial Services

Employment Type:

Full time

About Company

Michael PageJob Source: www.michaelpage.co.in

Michael Page has five decades of expertise in professional services recruitment. We were established in London in 1976, and over this period we've grown organically to become one of the best-known and most respected consultancies, with an office network spanning six continents.
While size has its advantages, it doesn't define us - the nature of our organic growth means that each new office is integrated into the region that it serves. It also means that as an employer looking to hire, or as a candidate aiming to grow your career you have the best of both worlds; a team that understands the market and geography you operate in, plus the resources and expertise of an international network at your disposal.

Job ID: 146263623

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