Customer Service Manager
Published date: 2024/01/10
- Location: Ranchi, Jharkhand, India
Office Location (Area) Ranchi
Salary Offer 5-10 LPA
Required Education Graduate or MBA
Course Type Full Time
Min Required Experience (Years) 2
Max Required Experience (Years) 0
Profile – Customer Service Manager
Position Title : Asst. Manager / Manager
Function : Customer Service Management & Operations
Reports to : Regional Director / Vice President
Reportees : None
Role Context :
As a Wealth Management Customer Service Professional, you will provide industry leading service &
wealth management solutions to our clients. You will be part of a high capability team located across
multiple cities working together to provide a high standard of care to clients and Relationship
Management team.
Role & Responsibilities:
Provide world-class customer service to both internal and external clients in all interactions,
striving to exceed client expectations
Process and follow-up on service requests to ensure execution in a timely manner
Set appropriate timeline expectations for requests and follow-up within that time frame when
necessary
Ability to handle a high volume of requests in a fast-paced environment
Effectively navigate Company’s systems and resources for all workflow processing and client
requests
Apply verification policies and procedures for all clients to avoid identity theft and fraudulent
activity
Keep current on regulatory Compliance and company guidelines and apply to all activity to ensure
risk mitigation
Risk recognition and mitigation, strong adherence to set processes including ensuring a deep
understanding of and adherence to all policies and procedures. Uphold requirements of the Quality
Assurance guidelines.
Adhere to all company processes and policies, regulatory compliance and carry the organisation’s
brand through developed functional and behavioral skills
Work with your line manager and HR to identify personal development and training needs
Other duties as assigned by your supervisor
Salary Offer 5-10 LPA
Required Education Graduate or MBA
Course Type Full Time
Min Required Experience (Years) 2
Max Required Experience (Years) 0
Profile – Customer Service Manager
Position Title : Asst. Manager / Manager
Function : Customer Service Management & Operations
Reports to : Regional Director / Vice President
Reportees : None
Role Context :
As a Wealth Management Customer Service Professional, you will provide industry leading service &
wealth management solutions to our clients. You will be part of a high capability team located across
multiple cities working together to provide a high standard of care to clients and Relationship
Management team.
Role & Responsibilities:
Provide world-class customer service to both internal and external clients in all interactions,
striving to exceed client expectations
Process and follow-up on service requests to ensure execution in a timely manner
Set appropriate timeline expectations for requests and follow-up within that time frame when
necessary
Ability to handle a high volume of requests in a fast-paced environment
Effectively navigate Company’s systems and resources for all workflow processing and client
requests
Apply verification policies and procedures for all clients to avoid identity theft and fraudulent
activity
Keep current on regulatory Compliance and company guidelines and apply to all activity to ensure
risk mitigation
Risk recognition and mitigation, strong adherence to set processes including ensuring a deep
understanding of and adherence to all policies and procedures. Uphold requirements of the Quality
Assurance guidelines.
Adhere to all company processes and policies, regulatory compliance and carry the organisation’s
brand through developed functional and behavioral skills
Work with your line manager and HR to identify personal development and training needs
Other duties as assigned by your supervisor
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