Investment Specialist
3 weeks ago
Job Description
Principal Responsibilities:
- Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT.
- Ensure strict adherence to regulatory requirements for Affluent customer segment.
- Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers.
- Manage complaints and ensure resolution within TAT.
- Ensure higher customer wallet share through service to sales cross-sell and deepening of banking relationship.
- Deliver performance on service-quality scorecard
- Visit Customers for service related and profilers.
Skills and Requirements:
- Excellent communication skills with customer service orientation
- Courteous, patient and polite
- Team player
- Knowledge of Microsoft Excel
- Understanding of banking norms and processes
- Minimum qualification – Graduate
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