01Overview
Own the entire client service engine for the wealth business in IndiaJoin a leading international private banking platform
About Our Client
Our client is a leading global wealth/private baking platform which caters to UHNI's, family offices and institutional investors. It combines global scale with a boutique approach, offers a strong culture of trust and entrepreneurship, and is well positioned in sustainability-led wealth management-making it a differentiated platform for high-quality client exposure and long-term career building. It has been awarded as a "Great Place to Work" with strong trust-based culture and team environment.
Job Description
Achieve excellence and consistency in service delivery to clients across channels and across all products and services. Towards that : Define role of SRM with respect to service to clients, support to RMs and input towards improvement of end-to-end processesDefine and implement processes from a client-first perspective while also achieving efficiencyBuilding/maintaining the service relationship manager (SRM) talent, in terms of quality as well as capacity to support the demandTraining SRM team on standardized processes as well as soft skillsDevelop a succession plan for regional SRM headsEnsure career path for SRMs and Development Plans in placeDefine and own end-to-end clientlifecycle management coveringonboarding, maintenance (service and reviews) and closure Review SRM, OBP and Account Opening model and restructure to bring efficienciesManage any client complaints expeditiously and fairly and derive continuous improvement from themBe the customer champion in all change projects that impact the client experienceDrive any execution expected of the front office, specially SRMs. Eg remediations, transitions
The Successful Applicant
~15 plus years of relevant work experience in client servicing role in wealth management/asset management/mutual fund industryBuilt or transformed a national service function from scratch OR scaled it significantlyDelivered measurable outcomes like: Improved NPS / client satisfactionReduced cost-to-serveFaster onboarding / TAT
What's on Offer
Lead the Service team in India and help with the growth storyBuild a credible long-term career with a global wealth management player in IndiaWork with the best-in-class processes and teamsMarket leading remuneration .
