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Centre Head- Financial Planning

3 months ago

Mumbai, India 1 Finance Full time

Responsibilities:


  • Develop and implement strategies to enhance the customer experience within the Financial Planning Centre
  • Lead a team of specialists to provide education, support, and advisory that align with our financial products and services
  • Manage the operational aspects of the Financial Planning Centre, including technology integration, customer feedback loops, and compliance with regulatory standards
  • Collaborate with marketing and product development teams to ensure the Financial Planning Centre accurately represents our brand and offerings
  • Monitor and analyze customer interactions to identify trends, areas for improvement, and opportunities for growth


Skills:

  • Proven leadership experience in customer service, retail management, or a similar role, within the financial services industry
  • Strong understanding of personal finance and CFP or NISM XA & XB certification will be an added advantage
  • Exceptional interpersonal and communication skills, with a focus on customer-centric service
  • Ability to leverage technology to enhance the customer experience and streamline operation
  • A collaborative and innovative mindset, with a commitment to fostering a positive, educational environment for customers and team members alike