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New Job Customer Service Manager - Financial Services In Goa

Customer Service Manager - Financial Services
Customer Service Manager - Financial Services

Customer Service Manager - Financial Services

Company : Samyojak Consultancy Services
Salary : ₹2,00,000 - ₹5,00,000 a year
Location : Goa

Full Description

Job Role Context :

As a Wealth Management Customer Service Professional, you will provide industry leading service & wealth management solutions to the 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

Skills and Qualification

  • Graduate/Post-graduate qualification would be preferred in Wealth/ Private Banking
  • Excellent written and oral communication skills
  • Decision making skills with strong sense of ownership and ability to work under pressure
  • Strong Teamwork and Collaboration
  • Take ownership - research, diagnose, troubleshoot, and identify solutions to resolve any issues
  • Strong process knowledge of the function


Passion: Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties

Customer First: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, is accessible and responsive

Compliance with Conscience: Own norms are aligned with Organizational code of conduct & regulatory norms, consistently sets example by own conduct, always checks on grey areas with relevant authority

Reports to:

Regional Director/Vice President

Educational qualification:

Graduates with 3 to 5 years of relevant work experience

MBAs with 1 to 3 years of relevant work experience

Compensation Range

Fixed : INR 2 Lac to INR 5 lac depending on experience

Variable : Annual Performance Based Bonus

Location : Panaji, Goa.