Manager - Premier Customer Experience - HNI Segment - Stock Trading

2 months ago


Chennai, India Kereses Consulting India Pvt. Ltd. Full time

Manager - Premier Customer Experience - Stock Trading for HNIs


Seeking a dynamic and experienced Manager for Premium Customer Experience division.


The ideal candidate will lead a team of Relationship Managers (RMs) dedicated to servicing High Net Worth Individuals (HNI) clients. The Manager will ensure that our HNI clients receive personalized /superior customer service, and access/ assistance to the best investment opportunities.


Key Responsibilities:


- Team Leadership: Drive and manage a team of Relationship Managers (RMs) who handle HNI clients.

- Provide guidance, training, and support to ensure the team's success in meeting client needs and achieving revenue targets.


- Client Advisory: Oversee the role of RMs in assisting HNI clients to make well-informed investment decisions. Ensure that RMs curate the best reports on investment opportunities from the public domain.


- Client Additional: Develop and implement strategies to increase the number of HNI clients. Foster relationships with potential clients and leverage market insights to attract and retain high-value clients.


- Client Management: Serve as the primary point of contact for all the client's investment needs in the financial markets. Ensure that RMs maintain strong, long-term relationships with clients and provide consistent, high-quality service.


- Client Engagement: Ensure effective client engagement through regular communication, including periodical account-related MIS and market reports. Monitor client satisfaction and address any issues promptly.


- Revenue Targets: Work closely with the RMs to achieve revenue targets. Monitor performance metrics, provide feedback, and implement strategies to drive business growth and client satisfaction.


- Market Insights: Stay abreast of market trends, economic news, and financial products. Ensure that RMs are well-informed and able to provide clients with up-to-date and relevant investment Bachelors degree in finance, Business Administration, or a related field. MBA or relevant certification (CFA, CFP) is a plus.


- Proven experience in a managerial role within the financial services industry, preferably handling HNI clients.


- Strong understanding of financial markets, investment products, and wealth management strategies.


- Excellent leadership and team management skills.


- Outstanding communication, interpersonal, and client relationship skills.


- Ability to analyze market trends and economic data to provide actionable insights.


- Proficient in using financial software and tools for client management and reporting.

(ref:iimjobs.com)

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