About the role
**Service Relationship Manager - Kerela**
Kerela Refer to Job Description for experience details. Graduate Full time **Job Description:**
**Equirus Wealth Private Limited**
**Job Description**
**About Equirus** Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors. For more details you can visit us at www.equirus.com **About the Role** **Service Relationship Manager** *This role reports to the Head of Wealth Operations* **Job description** Candidate shall be responsible for:
* The candidate will be required to provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products
* Candidate must be extremely organised in terms of paperwork, filing, documentation (both physical and electronic)
* Ability to multitask and handle multiple client requirements at once
* Coordination with RTA / AMC / any other Stakeholder.
* Handling various day to day transaction activities.
* Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.
**Location(s)**
Service Relationship Manager
**Role Requirement
(Qualification & Experience)**
Qualification:
* Graduation
Prior Experience:
* Proven experience of 4 to 6 years in Service or other customer service role in Banking or AMC will be preferred.
* Good knowledge of relevant computer programs (e.g Excel, CRM software) and telephone systems .
* Knowledge of Bonds transaction will be an added advantage
Other Skills:
* Ability to learn about investment products and services and describe/explain them to clients.
* Good communication & Interpersonal skills with the ability to resolve issues and address complaints.
Negotiable
Equirus Wealth Private Limited
Service Relationship Manager - Kerela
Wealth Service RM
Kerela, India, Asia
Full time
**Key Skills:**
