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Karvy Private Wealth

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Website      www.karvy.com
Holding      No Holding Details

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Service RM

1. Liaison with Client/Wealth Advisor for any query. 2. One point service contact for the back office team and Third Party Product providers 3. Providing data to the clients as per their request 4. Preparing customized reports/MIS and providing back end support to process direct equity, 5. MF, PMS, Structured Products, LAS and funding transactions of clients. 6. Generating regular MIS, using the software, as per management requirements 7. Maintaining product and customer masters (customer data, product data, commissions tables, etc) in soft format; using the Wealth Management software 8. Liaison with Banks for data exchange on customer account information. Salary: Not Disclosed by Recruiter Industry: Banking / Financial Services / Broking Functional Area: Financial Services, Banking, Investments, Insurance Role Category: Retail/Personal Banking Role: Customer Service Manager Keyskills: Client Servicing

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Full Time

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Administration Administration - Coordinator

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