Vice President Private Banking

Location

Bangalore | India

Job description

Company Description

Workassist is an online recruitment and employment solution providing a platform in India. We provide relevant profiles to employers and relevant jobs to job seekers across different industries and with varying levels of experience leveraging technology through e-recruitment. We work with more than 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT and Operations and legal to help them recruit great emerging talents.

Workassist has quickly adapted to the new normal and assists job seekers with the best opportunities and employers with the best talent from all over the world.

The role description section should describe the day-to-day tasks associated with the role. It should also mention that this is a full-time role. Also mention that this is an on-site role, and is located in Mumbai.

Role Description

We are looking for a Vice President for a Top Private Bank. This role will be responsible for building and managing relationships with clients and providing financial planning and investment advice. The Vice President will also be responsible for developing and presenting financial plans and reports, and working with other teams to deliver exceptional service to clients.

• Create systems and processes to ensure compliance of capturing the usage experience, granularity and ownership by the sales team & bringing collective ownership of customers across functions.
• Digitize customer journey with salesforce across various touchpoints. Curate customer journey with segmentation from ZMOT to post-purchase.
• Create business impact with CX resulting in positive WOM & family repeat
• Design and develop the employee recognition program for bringing CX alive in the regions.
• Create complaints as a source of strategy- Track, review and manage customer complaint escalated through various listening
• Deep dive & creation of systems & process to eradicate the concern.
• Conduct periodic review of complaint resolution process in terms of turn-around-time, customer satisfaction, identify training and coaching requirements and conduct root cause analysis on repeated problems.

Qualifications

• Financial Planning and Finance skills
• Analytical Skills
• Experience in Financial Services and Investments
• Excellent communication and interpersonal skills
• Strong attention to detail and ability to manage multiple projects
• Bachelor's degree in Finance or related field
• Master's degree in Business Administration or related field is a plus

Additional Qualifications

Job Type : Full Time

Role : Experienced

Min Salary : 20 Lakh

Max Salary : 34 Lakh

Experience : 5 to 10 Yrs

Locality : Bangalore

Eligibility : Masters / Post Graduation

Company : Retail Company

Job tags

Salary