Centre Head Financial Planning

Year    Mumbai, Maharashtra, India

Job Description


We are looking for someone who can be a part of a fast paced and agile organization and also understands the nuances of a 0 to 1 journey. Someone who is a strategist and is also a doer. Must be emotionally committed to what we are doing and should be able to participate in
the company\'s success through having a unique blend of business and role specific knowhow.The role will be based out of our Corporate office at Lotus Corporate Park, Goregaon, Mumbai.Experience and Qualification-10 to 15 years of experienceQualification required is Graduate/Post GraduateSkills Required-Proven leadership experience in customer service, retail management, or a similar role, ideally within the financial service industryStrong understanding of personal financeExceptional interpersonal and communication skills, with a focus on customer- centric serviceAbility to leverage technology to enhance the customer experience and streamline operationsA collaborative and innovative mindset, with a commitment to fostering a positive, educational environment for customers and team members alike.Job responsibilities-Develop and implement strategies to enhance the customer experience within the Financial Planning Centre.Lead a team of specialists to provide education, support, and advisory that align with our financial products and services.Manage the operational aspects of the Financial Planning Centre, including technology integration, customer feedback loops, and compliance with regulatory standards.Collaborate with marketing and product development teams to ensure the Financial Planning Centre accurately represents our brand and offerings.Monitor and analyze customer interactions to identify trends, areas for improvement, and opportunities for growth.Remuneration and Benefits-We offer fixed CTC based on merit.Below are few of the employee benefits that you will be eligible for:As an employee you will also be allotted company ESOPs as per the defined matrix.Medical Insurance for self and family members, the premium for which will be borne by the company. This is not deducted from the CTC.As we believe in continuous learning, you will be eligible for Upskilling programDoctor on call facility for you and your dependants (General Physicians, Specialists, Counsellors)What opportunity are we talking about?A purpose-driven workplace where innovation is cultivated, failure celebrated, and persistent commitment practiced to solve problems faced by our customers, partners, and members\xe2\x97\x8f Fair and equal pay for people of all representations, ethnicities, and religions\xe2\x97\x8f Compensation is a transparent conversation and not a tactic\xe2\x97\x8f We believe in making time count in the workplace where we spend close to 50% of our adult working lives amongst each other\xe2\x97\x8f An opportunity to build careers while creating positive change in people\'s lives. Alleviating their financial stresses, worries, and helping them achieve true freedomWe do not want to be limited to mentioning what we want in you. Instead let us tell you what we definitely do not want.1. Lack of ambition, initiative, and energy, and the inability to take ownership and execute.2. Giving"Gyan" not backed by action and results.
3. Watching the clock and calendar while working.
4. A very risk-averse, negative, and comfort zone mindset.
5. Rebels who do not want to collaborate.
6. Self-praising and PR management for self
7. If you are scared of dealing with numbers and mathematics.
8. Inability to receive critical feedback constructively..
9. If you require a constant reminder of things you have to do.
10. If you need policing to maintain office decorum.
11. You think the right way to do things is your way.

Vitasta Consulting

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Job Detail

  • Job Id
    JD3318085
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year