1 Finance - Assistant Vice President - Client Management

4 weeks ago

Bengaluru, India 1 Finance Full time

Key Responsibilities:- Serve as the primary point of contact for clients, managing their financial journey from onboarding through ongoing engagement.- Understand and articulate the full spectrum of services offered to align client needs with appropriate solutions.- Lead the team to deliver prompt, accurate, and empathetic responses across personal finance advisory.- Collaborate with advisors, product experts, and cross-functional teams to curate customized financial solutions for each client.- Conduct team reviews to ensure alignment with the company's philosophy and client needs.- Proactively engage with clients to ensure execution of personalized financial plans, including behavioral nudges and overall plan adherence.- Review client portfolios regularly to ensure alignment with their evolving life goals and financial priorities.- Implement a concierge-style service culture rooted in trust, reliability, and expertise.- Track and analyze service performance metrics and client feedback to drive continuous improvements.- Ensure all communication and activities adhere to regulatory guidelines and internal quality standards.- Manage and mentor a team to ensure delivery excellence and career development.- Conduct in-person client meetings to foster relationships and enhance engagement.- Actively contribute to marketing initiatives to improve outreach and brand visibility.Key Skills & Competencies:- Exceptional interpersonal and communication skills, able to explain complex financial concepts clearly.- Deep understanding of personal advisory domains including loans, insurance, investments, taxation, estate planning, and cashflow planning.- Client-first mindset with a strong focus on relationship building and problem-solving.- Proven ability to manage, mentor, and motivate high-performance teams.- Structured and analytical thinker with experience in service-level management and process improvement.- High adaptability in fast-paced, agile environments. (ref:iimjobs.com)

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