Job Description
The role of a Service Partner is to support the team of Burgundy Private bankers and Managing Partners to onboard new clients and to service the existing clients
Key Responsibilities
• Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients
• Handle clients query related to RM's portfolio in a positive, timely and appropriate manner. The aim is to resolve customer's query at the first point of contact and minimize referrals to the RM for routine transaction
• Adhere to all process and controls to identify and mitigate risk and ensures timely escalation /of control issues
• Responsible for improving the credit card and debit card funding of accounts true rate and ensuring NTBs with atleast 3 PPCs
• Comply with local regulations in all aspects of strategy sales process, client correspondence, financial promotion, administration, and complaint handling Zero discrepancy in documentation for new accounts.
• Ensure mobile registration with minimum 4 PPCs on ETB accounts and ensuring every migrated Accounts has a burgundy debit card.
• Achieve the operational standards for the business and work within agreed procedures and guidelines displaying high level of integrity at all times
Qualifications:
Optimal qualification for success on the job is:
• Graduation/ Post-Graduation from a recognized institute
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills
Key Responsibilities
• Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients
• Handle clients query related to RM's portfolio in a positive, timely and appropriate manner. The aim is to resolve customer's query at the first point of contact and minimize referrals to the RM for routine transaction
• Adhere to all process and controls to identify and mitigate risk and ensures timely escalation /of control issues
• Responsible for improving the credit card and debit card funding of accounts true rate and ensuring NTBs with atleast 3 PPCs
• Comply with local regulations in all aspects of strategy sales process, client correspondence, financial promotion, administration, and complaint handling Zero discrepancy in documentation for new accounts.
• Ensure mobile registration with minimum 4 PPCs on ETB accounts and ensuring every migrated Accounts has a burgundy debit card.
• Achieve the operational standards for the business and work within agreed procedures and guidelines displaying high level of integrity at all times
Qualifications:
Optimal qualification for success on the job is:
• Graduation/ Post-Graduation from a recognized institute
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills
💡 Quick Summary
Seeking a career-building opportunity? The RB | Affluent Business|Burgundy Private Service Partner position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
