Fidelity International - Client Enablement Process Lead

Client Enablement Process Lead

Department : GPS Service Excellence Centre

Location : Bangalore

Reports To : Client Support - Senior Manager

Level : 4

Fidelity International offers world class investment solutions and retirement expertise.

We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals.

Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference.

While we take pride in the excellence of our investment solutions and client service, we know we can always do better.

We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation.

Above all else, we always put our clients first.

Find out more about what we do, our history, and how you could be a part of our future at Your Team :

Within GPS Distribution Service and Support, the Service Excellence Centre is a multi-channel department that consists of three main functions; Client Support, Client Enablement and Change and Governance.

We promote a culture of inclusion, collaboration, empowerment and delivery.

The Client Support function works with new and existing clients, internal Stakeholders and third parties to deliver scalable service and support that is consistently of the highest quality, utilising industry best practice.

The Client Enablement functions primary focus is to produce reporting for clients, internal stakeholders and third parties, focusing on a consistent and high quality delivery.

The Change and Governance function facilitates employees solving their daily challenges and breaking down silos.

We provide the framework for continuous improvement, collaborating initiatives in the pursuit of excellent client service.

About Your Role :

• The purpose of the Client Support team is to provide support to our internal Stakeholders, external clients and third parties.
• The team are responsible for support on new business acquisitions and business retention, supporting client & consultant site visits and pitches and capacity and pipeline oversight for new business, client driven change and business retention activity.
• The team is multi channel / product, encompassing WI, FAS, Invest@Work and Stock Plan Services.

About You :

Key responsibilities :

Competencies (Compulsory) :

(ref : iimjobs.com)