1 Finance - Assistant Vice President - Client Management

Key Responsibilities :

• Serve as the primary point of contact for clients, managing their financial journey from onboarding through ongoing engagement.
• Understand and articulate the full spectrum of services offered to align client needs with appropriate solutions.
• Lead the team to deliver prompt, accurate, and empathetic responses across personal finance advisory.
• Collaborate with advisors, product experts, and cross-functional teams to curate customized financial solutions for each client.
• Conduct team reviews to ensure alignment with the company's philosophy and client needs.
• Proactively engage with clients to ensure execution of personalized financial plans, including behavioral nudges and overall plan adherence.
• Review client portfolios regularly to ensure alignment with their evolving life goals and financial priorities.
• Implement a concierge-style service culture rooted in trust, reliability, and expertise.
• Track and analyze service performance metrics and client feedback to drive continuous improvements.
• Ensure all communication and activities adhere to regulatory guidelines and internal quality standards.
• Manage and mentor a team to ensure delivery excellence and career development.
• Conduct in-person client meetings to foster relationships and enhance engagement.
• Actively contribute to marketing initiatives to improve outreach and brand visibility.

Key Skills & Competencies :

(ref : iimjobs.com)