Relationship Manager - Operations

Key Responsibilities

Process and monitor bank transactions for clients, including routine banking requirements.

Handle and process domestic and international remittances in compliance with applicable banking and regulatory requirements.

Manage recurring client payments, including utility bills, insurance premiums, SIPs, and other scheduled financial obligations.

Coordinate salary credits and other routine personal financial administration requirements of clients.

Liaise with clients Chartered Accountants and provide the required financial documents, statements, and information for tax, audit, and compliance purposes.

Coordinate international tax filings and related documentation in line with applicable cross-border regulations.

Create and manage investment folios for individual and non-individual clients, including trusts, companies, partnership firms, HUFs, and other entities.

Ensure all client transactions, documentation, and financial activities are completed accurately, confidentially, and within prescribed timelines.

Conduct investment research across equity, debt, hybrid, and international asset classes.

Design, execute, and monitor portfolio rebalancing strategies based on clients investment objectives, risk profiles, and market conditions.

Prepare client portfolios, periodic investment reports, and portfolio performance reports.

Research international investment opportunities and assist in executing overseas investment transactions, where applicable.

Maintain and manage complete documentation for HNI clients, including investment, banking, tax, KYC, and compliance-related records.

Knowledge of Wealth Management is preferred.