Manager- Premium Customer Experience.

Manager Premium Customer Experience

Job Summary: We are seeking a dynamic and experienced Manager for our 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 info.

Qualifications:

• 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

Perks and benefits:

PF and gratuity benefit.

CL , SL and PL.

Medical and accidental Insurance coverage.

Rewards and Recognitions for Top performers.

Adhoc WFH up to 12 days in a year.