Service & Relationship Manager – Wealth Management

Mumbai – 15/04/2024

Job Title

Service & Relationship Manager – Wealth Management

Job Location – Mumbai

Company Overview:

Background: Make My Wealth LLP is an AMFI registered “Individual Financial Advisors” LLP firm offering research based advisory to help an individual build risk adjusted sustainable wealth and grow their investments.

Our “CORE OBJECTIVE” is to offer holistic financial guidance offering Research based advises, robust functional & operational support, technology driven distribution to provide all our valued investors with a one-stop solution to cater all their financial & investment needs.
Our “CLIENTS” have helped us to “GROW” by spreading WORD OF MOUTH praising our genuine advice, periodic reviews and prompt services and hence in a very short span of time we are now managing Rs 165 Crores spread across different asset class with Rs 85 Crores AUM in Mutual Funds and managed equities.


Purpose of the Job: The position will be responsible for back office & interfacing and engaging with Clients on a day to day basis. This position requires effective and efficient communication skills. The position will be responsible for ensuring all requirements of the Client are serviced on time which results in creating Customer delight.

Key deliverables:
 Capturing Client and other data in the backoffice software.
 Coordination with Registrars and Product Manufacturers for client queries.
 Reconciling and ensuring accuracy of data entered in the software.
 Tracking and documenting the status of daily transactions.
 Cross checking details on application/transaction forms.
 Verification of client details on Account Statements.
 Providing Support to Client Servicing Officers for executing transactions.
 Responsible for all daily trade activities including: trade confirmation, trade
settlements, reconciliations, etc.
 Coordinate withvarious Internal/external counterparts to ensure timely trade
processing/ settlement.
 Monitorcontrolpracticesto ensure compliance with corporate andbusiness
 Monitor daily activities, ensuring market and internal deadlines are met, and escalate issues to the manager, Ad Hoc MIS Reporting Managing Projects.
 A self starter with ability to work under pressure and with minimumsupervision
Proficientis usingExcelandWordsProject management skills Work experiencein
MiddleOfficewith anunderstandingofend to end processes.
 Mutual FundTransaction Processing, Undertake KYC of investor Coordination
with AMC / RTA / Payment Gateway / KRA

 Assist and coordinate with Help desk team for customer queries via Email /Phone
 To handle online transaction handling for customers of Mutual Fund through BSE/NSE/MFUplatform.
 MIS,Transaction and commission reconciliation.
 Tracking performance of Mutual Fund schemes, generating reports for sales
team and interacting with sales team for product pitch.
 Complete all transactions assigned, which includes fund accounting,
transaction processing, commission processing and cash reconciliation of


Passion: Constantly raises the bar for self & team, has a strong execution bias, takes
initiatives even in the face of significant difficulties.
Customer First: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, and is accessible and responsive
Compliance with Conscience: Own norms are aligned with Organizational code of conduct & regulatory norms, consistently sets example by own conduct, always checks on grey areas with relevant authority.

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