Job Description

:RB - Burgundy Private: Service Lead
INTERNAL USAGE:
No. of Vacancies: 1 Reports to: Burgundy Private Head
Is a Team leader? N Team Size: NA
Grade: AVP, VP
Business: Affluent Department:\xef\xbf\xbd Affluent Business Sub-Department: Affluent CO
Location:
About Burgundy Private
Burgundy Private is a private platform, that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients.
About the RoleThe role of a Service Lead is to support the team of Burgundy Private Bankers and Managing partners to onboard new clients and to manage service to the existing clients through service partners.
Key Responsibilities\xef\xbf\xbd Ensuring end to end client experience enhancement - Build the right set of processes for ensuring seamless transaction execution for Burgundy Private clients.\xef\xbf\xbd NPS to be best in class \xef\xbf\xbd 76% target for service team - Ensure creation and dissemination of\xef\xbf\xbd client experience survey for Burgundy Private clients.\xef\xbf\xbd Process enhancements for better service efficiency - Create optimal TATs for client onboarding and service requests for Burgundy Private\xef\xbf\xbd Hiring - Identify, acquire and train the right resources in the Service Partners\xef\xbf\xbd team across key locations.\xef\xbf\xbd Budget allocation - Ensure optimal coverage of Burgundy Private Service Partners in terms of the right level of mapping at the Partner and Clients (Families) level.\xef\xbf\xbd Team structure - Mobilizing Service Lead role to ensure better productivity across locations with enhanced customer and team management\xef\xbf\xbd Adhering to bank compliance requirements\xef\xbf\xbd Ensuring team alignment for bank compliance\xef\xbf\xbd Encouraging best practices in the team to ensure compliance adherence
QualificationsOptimal qualification for success on the job is:\xef\xbf\xbd Graduate or Post Graduate.\xef\xbf\xbd 10+ yrs of work experience in NBFC sector.\xef\xbf\xbd
Role Proficiencies:For successful execution of the job, a candidate should possess the following:\xef\xbf\xbd Knowledge of Banking & Investment products & services\xef\xbf\xbd Delivering the firm- pit the client at the heart of our business and deliver joined up services and solutions aligned to the customer\xef\xbf\xbds need\xef\xbf\xbd Achieve the operational standards for the business and work within agreed procedures and guidelines displaying high level of integrity at all times\xef\xbf\xbd Coordinate with cross functional team to manage the TAT and customer experience\xef\xbf\xbd Provides Support to Affluent RMsAbilities\xef\xbf\xbd Ability to work effectively across functions\xef\xbf\xbd Ability to prioritize and make decisions in a fast-paced environment\xef\xbf\xbd Ability to work as a part of team and contribute towards team goals\xef\xbf\xbd \xef\xbf\xbdAbility to manage multiple tasks/projects and deadlines simultaneouslySkills:Refer to the About Company:Axis Bank is the third largest private sector bank in India. The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses. The Bank has a large footprint of 4,594 domestic branches (including extension counters) with 11,333 ATMs & 5,710 cash recyclers spread across the country as on 31st March, 2021. The Bank has 6 Virtual Centres and has over 1500 Virtual Relationship Managers as on 31st March 2021.The Overseas operations of the Bank are spread over eight international offices with branches at Singapore, Dubai (at DIFC) and Gift City-IBU; representative offices at Dhaka, Dubai, Abu Dhabi, Sharjah and an Overseas subsidiary at London, UK. The international offices focus on Corporate Lending, Trade Finance, Syndication, Investment Banking and Liability Businesses

Axis Bank