Investment Specialist

Job Description

Principal Responsibilities :

• Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT.
• Ensure strict adherence to regulatory requirements for Affluent customer segment.
• Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers.
• Manage complaints and ensure resolution within TAT.
• Ensure higher customer wallet share through service to sales cross-sell and deepening of banking relationship.
• Deliver performance on service-quality scorecard
• Visit Customers for service related and profilers.

Skills and Requirements:

• Excellent communication skills with customer service orientation
• Courteous, patient and polite
• Team player
• Knowledge of Microsoft Excel
• Understanding of banking norms and processes
• Minimum qualification Graduate