RB - Burgundy Private: Service Lead
| RB - Burgundy Private: Service Lead | |||||
| INTERNAL USAGE: | |||||
| No. of Vacancies: | 1 | Reports to: | Burgundy Private Head | ||
| Is a Team leader? | N | Team Size: | NA | ||
| Â | Â | ||||
| Grade: | AVP, VP | ||||
| Business: | Affluent | Department:� | Affluent Business | Sub-Department: | Affluent CO |
| Location: | Â | ||||
| About Burgundy Private | |||||
| Burgundy Private is a private  platform, that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients. | |||||
| AbouttheRole | |||||
The role of a Service Lead is to support the team of Burgundy Private Bankers and Managing partners to onboard new clients and to manage service to the existing clients through service partners. | |||||
| Key Responsibilities | |||||
�        Ensuring end to end client experience enhancement - Build the right set of processes for ensuring seamless transaction execution for Burgundy Private clients. �        NPS to be best in class � 76% target for service team - Ensure creation and dissemination of� client experience survey for Burgundy Private clients. �        Process enhancements for better service efficiency - Create optimal TATs for client onboarding and service requests for Burgundy Private �        Hiring - Identify, acquire and train the right resources in the Service Partners� team across key locations. �        Budget allocation - Ensure optimal coverage of Burgundy Private Service Partners in terms of the right level of mapping at the Partner and Clients (Families) level. �        Team structure - Mobilizing Service Lead role to ensure better productivity across locations with enhanced customer and team management �        Adhering to bank compliance requirements �        Ensuring team alignment for bank compliance �        Encouraging best practices in the team to ensure compliance adherence | |||||
| Qualifications | |||||
Optimal qualification for success on the job is: �        Graduate or Post Graduate. �        10+ yrs of work experience in NBFC sector. � | |||||
| Role Proficiencies: | |||||
For successful execution of the job, a candidate should possess the following: �        Knowledge of Banking & Investment products & services �        Delivering the firm- pit the client at the heart of our business and deliver joined up services and solutions aligned to the customer�s need �        Achieve the operational standards for the business and work within agreed procedures and guidelines displaying high level of integrity at all times �        Coordinate with cross functional team to manage the TAT and customer experience �        Provides Support to Affluent RMs  Abilities �        Ability to work effectively across functions �        Ability to prioritize and make decisions in a fast-paced environment �        Ability to work as a part of team and contribute towards team goals �        �Ability to manage multiple tasks/projects and deadlines simultaneously  |
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RB - Burgundy Private: Service Lead · Axis Bank