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