Posted:3 days ago|
Platform:
Work from Office
Full Time
Superior Service Delivery: RM is primary point of contact for all client requirements, however, the sales nature of RM role requires him to be out of the Branch and not able to coordinate for service requirements of the client Service Anchor will ensure delivery of superior service to wealth clients through:
First Time Right on all internal and external processes regarding banking and investment requirements of mapped clients
Take ownership for end to end closure and delivery of service to wealth clients through coordination for service and transactional requirements
Provide a product and process level expertise to wealth clients to ensure that service standards are met
Service Support of the RM for Client: Ensure continuity of client engagement on the service delivery front in case of unavailability of RM due to various RM leave, Attrition Gap Period. During the RM absence, while the sales and productivity is deferred, continuity is engagement is critical on the service front in order to ring fence the client. This is even crucial considering that most attriting RMs join the competition.
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