Service Manager - Wealth WRB

- Entry Level

Bangalore, IN

Credit Intermediation and Related Activities

About the position

As the first point of contact for clients, you will deliver exceptional service and address client concerns promptly to ensure a high level of satisfaction. You will maintain accurate records of client interactions and follow up on unresolved issues, ensuring effective servicing related to statements, wealth queries, and portfolio statements. You will liaise with internal teams to fulfill any client document-related deficiencies and complete investments KTC for clients on relevant portals.

Responsibilities

• Create a Service Culture and ensure a superior Service experience for our customers.
• Servicing the WRB Clients for their end-to-end banking requirements.
• Ensure effective servicing and address clients related to statements, wealth related queries, portfolio statements etc.
• Completion of investments KTC for clients on relevant portals.
• Address client concerns promptly and ensure a high level of satisfaction.
• Ensure accurate documentation and adherence to banking guidelines.
• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Requirements

• Strong knowledge of retail banking products (accounts, loans, deposits, insurance, investments).
• Proficiency in using banking software/application and CEMS.
• Client-focused attitude with a proactive approach to relationship building.
• Problem-solving abilities to address client queries effectively.

Nice-to-haves

• Bachelor's degree in finance, Business Administration, Economics, or related fields (MBA preferred).
• 2 to 5 years of experience in retail banking preferably in priority banking.
• Prior experience in wealth or priority banking is required.
• Languages - English, Hindi.

Benefits

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits.
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity.