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.
• Knowledge of Wealth Management is preferred.