RB - Burgundy Private: Service Lead
About this role
| RB - Burgundy Private: Service Lead | |||||||
| INTERNAL USAGE: | |||||||
| No. of Vacancies: | 1 | Reports to: | Burgundy Private Head | ||||
| Is a Team leader? | N | Team Size: | NA | ||||
| Grade: | AVP, VP | ||||||
| Business: | Affluent | Department:� | Affluent Business | Sub-Department: | Affluent CO | ||
| Location: | |||||||
| 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. | |||||||
| About the Role | |||||||
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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