Team Leader Customer Care (Fixed Income)

Experience: 58 Years (Team Handling Mandatory)

Lead and manage a team of customer care/service executives in the wealth management domain
Ensure end-to-end client servicing for products like Mutual Funds, Bonds, and other investment products
Handle escalations from HNI / UHNI clients and ensure high service standards
Monitor daily operations, turnaround time (TAT), service quality, and compliance requirements
Coordinate closely with Relationship Managers, Operations, and Compliance teams
Drive process improvements to enhance client experience and service efficiency
Conduct team training, performance reviews, and ensure achievement of service KPIs
Prepare MIS, reports, and support audits and regulatory requirements.
Over time, they will gain practical exposure to how fixed-income investments work, how investors evaluate opportunities, and the fundamentals of capital markets.
Strong performers may grow into senior telecalling or RM support roles

Customer Service Team Lead