Service Relationship Manager

Service Relationship Manager - Private Banking

• Regular co-ordination with PMS houses and Wealth management firms for transaction reports of direct equity trades.
• Preparation of MGT forms as per the Companies Act and ensuring compliance within the statutory deadline
• Responding to MGT related queries on emails / calls with the company in a timely manner
• Assistance in fund transfers / payments to vendors through RTGS / NEFT / Internal transfers
• Assisting the team with data required to update books of accounts of clients, preparation of income tax computation and filing of tax returns
• Preparation and publishing business MIS at set frequency 
• Assistance in carrying out diligence checks through bank system prior to onboarding of client