
Lead Analyst
1 week ago
Leading and motivating a team of professionals within the COE, assigning tasks, and monitoring performance against set goals.
Fostering a positive team culture, encouraging collaboration, and addressing team conflicts.
- Conducting regular performance reviews, providing feedback, and identifying development needs for team members.
- Managing project timelines, resource allocation, and workload distribution within the team.
- Acting as the primary point of contact for clients, understanding their needs, and ensuring their satisfaction with the COE services.
- Identifying opportunities for process optimization within the COE, implementing new tools and methodologies to enhance efficiency.
- Promoting knowledge sharing within the team, capturing best practices, and ensuring continuous learning and development.
- Track macro-economic indicators and draw insights out of it.
Collaborate with various functions including Acquisitions, Asset Management, Capital Markets, Institutional Client Solutions, Portfolio Management, Legal, Tax and Finance
Leading and motivating a team of professionals within the COE, assigning tasks, and monitoring performance against set goals.
- Fostering a positive team culture, encouraging collaboration, and addressing team conflicts.
- Conducting regular performance reviews, providing feedback, and identifying development needs for team members.
- Managing project timelines, resource allocation, and workload distribution within the team.
- Acting as the primary point of contact for clients, understanding their needs, and ensuring their satisfaction with the COE services.
- Identifying opportunities for process optimization within the COE, implementing new tools and methodologies to enhance efficiency.
- Promoting knowledge sharing within the team, capturing best practices, and ensuring continuous learning and development.
- Track macro-economic indicators and draw insights out of it.
Collaborate with various functions including Acquisitions, Asset Management, Capital Markets, Institutional Client Solutions, Portfolio Management, Legal, Tax and Finance
*Deliver excellent customer service through effective diagnosis and troubleshooting of client queries*
- Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
- Assist clients with navigating around product menus and facilitate better understanding of product features
- Troubleshoot all client queries in a user-friendly, courteous and professional manner
- Maintain logs and records of all customer queries as per the standard procedures and guidelines
- Accurately process and record all incoming call and email using the designated tracking software
- Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business
- Organize ideas and effectively communicate oral messages appropriate to listeners and situations
Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs
*Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client*
Undertake product trainings to stay current with product features, changes and updates
- Enroll in product specific and any other trainings per client requirements/recommendations
- Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
- Update job knowledge by participating in self learning opportunities and maintaining personal networks
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