Private Banking Executive - AVP

5 - 9 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As an Assistant Vice President working in Mumbai, your primary purpose is to provide exceptional customer support and resolve client inquiries and issues through various channels, ensuring a seamless and consistent experience for every customer. You will support clients with products and services, explain key features, benefits, and comparisons, guide new customers through account opening procedures, and maintain client relations by resolving concerns related to account balances, statements, transactions, and fees. Prioritizing confidentiality and security of client data is crucial, along with providing updates on banking policies, fees, and product offerings through different channels. Educating clients about financial concepts, budgeting, and responsible banking practices is also part of your responsibilities. Collaboration with other functions and business divisions, leading a team, setting objectives, coaching employees, and appraising performance are key aspects of your role. Key Responsibilities: - Provide exceptional customer support and resolve client inquiries and issues through various channels - Support clients with products and services, explain key features, benefits, and comparisons - Guide new customers through account opening procedures and explain account terms and conditions - Assist in setting up online access and other services - Maintain client relations by resolving concerns related to account balances, statements, transactions, and fees - Prioritize the confidentiality and security of client data by adhering to strict data security protocols - Provide timely updates on changes in banking policies, fees, and product offerings through various channels - Educate clients about financial concepts, budgeting, and responsible banking practices through workshops, webinars, and educational materials - Advise and influence decision-making, contribute to policy development, and ensure operational effectiveness - Collaborate closely with other functions and business divisions, lead a team, set objectives, coach employees, and appraise performance relative to objectives - Demonstrate a clear set of leadership behaviors to create an environment for colleagues to thrive and deliver to a consistently excellent standard - Consult on complex issues, provide advice to People Leaders, identify ways to mitigate risk, and develop new policies and procedures in support of the control and governance agenda - Take ownership of managing risk and strengthening controls, collaborate with other areas of work, and engage in complex analysis of data from multiple sources to solve problems creatively and effectively - Communicate complex information and influence or convince stakeholders to achieve outcomes Qualifications Required: - Strong communication skills to effectively interact with clients and stakeholders - Leadership capabilities to lead a team, set objectives, and coach employees - Ability to analyze complex data and solve problems creatively - Prior experience in banking or financial services industry is preferred - Knowledge of banking policies, procedures, and regulations - Bachelor's degree in a related field; Master's degree is a plus (Note: Additional details of the company were not provided in the job description.),

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Barclays

Financial Services

London

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