InnoQuest Consulting is hiring for its clients in the Investment Management industry for a role focused on delivering exceptional client service and transaction support to HNI/UHNI clients.
Manage client service requests and ensure timely and accurate transaction execution.
Ensure compliance with regulatory requirements and internal policies.
Enhance client experience through efficient service delivery and relationship management.
Drive digital adoption across wealth management products and solutions.
Key Roles & Responsibilities :
Client Service & Transaction Management
• Manage end-to-end client onboarding, account maintenance, and transaction servicing.
• Ensure timely and accurate processing of financial and non-financial client requests within
defined TATs.
• Handle KYC updates, account modifications, regulatory documentation, and service
escalations.
• Maintain accurate records across CRM and workflow management systems.
Relationship Management Support
• Partner with Relationship Managers to address client requirements and enhance client
experience.
• Coordinate with Operations, Compliance, Product, Custody, and external partners to ensure
seamless service delivery.
Compliance & Governance
• Ensure adherence to regulatory, compliance, risk, and governance requirements.
• Maintain high standards of documentation, data integrity, and service quality.
Digital Adoption & Process Excellence
• Drive digital onboarding and adoption of approved service and transaction platforms.
• Promote process improvements and automation initiatives to enhance efficiency and client
• Support MIS reporting and tracking of key service metrics.
Additional Skills Required :
8-15 years in Wealth Management, Private Banking, Asset Management, or Financial
Services.
• Strong understanding of Wealth Management products including Mutual Funds, PMS, AIFs,
and Structured Products.
• Excellent client servicing and stakeholder management skills.
• Sound knowledge of regulatory and compliance requirements.
• Strong communication, problem-solving, and execution capabilities.
• Proficiency in CRM and digital service platforms.