Service Relationship Manager

Overview

Founded in 2007, ASK Private Wealth specializes Wealth Advisory and Family Office solutions for Ultra High Net Worth individuals and families. We serve over 3,500 Ultra High Net Worth and High Net Worth families, including 150 Fortune 500 families. With decades of experience across market & economic cycles and proven track record of money management, we help clients invest wisely and ensure smooth inter-generational transfer of wealth.

About the Company

ASK Group is a renowned financial services group and a leading industry player in asset and wealth management, catering to some of the most affluent families in India. Started in 1983, we're known for our strong research-based investment management, asset management, private equity, wealth advisory and multi-family office businesses. ASK Group is a portfolio company of Blackstone, world's largest global alternative asset manager.

For more details, please visit our website. [email protected]

Responsibilities

• Engage proactively with clients and be their single point of contact for all service-related requirements
• Be hands on and provide best in class service to clients
• Coordinate with HO team & other outfits for critical & complex requirements & escalations
• Arrange & maintain portfolio statements for clients & Relationship managers, accompany RMs for client visits as and when required
• Ensure all requests, queries and complaints are routed through Query Management System (QMS)
• Possess & ensure thorough knowledge of critical documentations for all products, latest developments & regulatory requirements
• Arrange & manage entire documentation for Bank/Demat/Broking account opening
• Ensure duly completed account opening forms with required supporting documents are sent to HO with zero error
• Ensure timely and accurate processing of investment transactions (POA and executionary) for all products – ex: MFs, PMS, Structured products, Bonds, NCDs, Real estate funds etc.
• Process & coordinate with HO for institutional, Family Office & Model Portfolio Mutual Fund trades
• Manage & coordinate all Equity & Debt PMS redemptions & Inflows

Qualifications & Required Skills

• Graduate/ MBA
• At least 4 years exposure in Service role with a Private Wealth set up
• Excellent Communication Skills

If you have a strong wealth management franchise and a passion for delivering exceptional client outcomes, we'd love to hear from you.