Service Relationship Manager - Private Banking

Job description

About The Role   • 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