Centre Head- Financial Planning

4 days 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

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