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Wealth Manager


Global Serve Solutions


Location

Chennai | India


Job description

Call 72005504581. Check & process wealth management transaction as per checklist prepared. Quality check to mitigate any potential miss-selling risk
2. Assisting in policies and processes, standardization of all checklists, SAU manual and callback questionnaires and obtaining approvals from legal and compliance from all countries.
3. Conducting regular reviews with sales units and revising & recommending workflow changes for maximising efficiency and ensuring premium service to clients.
4. Conduct Call Back and call monitoring of WM / other Specific Transactions for Quality Control / Compliance Check (Non-recorded F2F Transactions) – In Arabic and English


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