As a Wealth Management Customer Service Professional, you will provide industry leading service & wealth management solutions to our clients. You will be part of a high capability team located across multiple cities working together to provide a high standard of care to clients and Relationship Management team.
Educational qualification required:
Graduates with 1 to 2 years of relevant work experience
Compensation Range
Fixed: based on experience and skill set (Upto 4.5LPA)
Variable: Annual Performance Based Bonus
Role & Responsibilities:
- Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations
- Process and follow-up on service requests to ensure execution in a timely manner
- Set appropriate timeline expectations for requests and follow-up within that time frame when necessary
- Ability to handle a high volume of requests in a fast-paced environment
- Effectively navigate Company's systems and resources for all workflow processing and client requests
- Apply verification policies and procedures for all clients to avoid identity theft and fraudulent activity
- Keep current on regulatory Compliance and company guidelines and apply to all activity to ensure risk mitigation
- Risk recognition and mitigation, strong adherence to set processes including ensuring a deep understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines.
- Adhere to all company processes and policies, regulatory compliance and carry the organisation's brand through developed functional and behavioral skills
- Work with your line manager and HR to identify personal development and training needs
- Other duties as assigned by your supervisor
Skills and Qualification
- Graduate would be preferred in Wealth/ Private Banking/Mutual Fund Industry
- Excellent written and oral communication skills
- Decision making skills with strong sense of ownership and ability to work under pressure
- Strong Teamwork and Collaboration
- Take ownership - research, diagnose, troubleshoot, and identify solutions to resolve any issues
- Strong process knowledge of the function
