1. Ensure smooth execution of bond transactions of Wealth clients 2. Act as a one point contact for all 3rd party transactions like RE / PE funds, 3rd party PMS, Structured Product deals to ensure smooth execution of transactions, recording of investments in MIles 3. Responsible for resolving RM / SS queries with respect to Debt and Managed Accounts investments 4. Act as a back-up for senior team leaders in Wealth Ops 5. Work jointly with other team leaders for improving TATs of various processes, automation of manual activities etc. 6. Ensure that all requests / queries are resolved within a pre-defined timelines and pending items are resolved in a reasonable time
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases