Manager - Premium Customer Experience Job Summary: We are seeking a dynamic and experienced Manager for our Premium Customer Experience division. The ideal candidate will lead a team of Relationship Managers (RMs) dedicated to servicing High Net Worth Individuals (HNI) clients. The Manager will ensure that our HNI clients receive personalized /superior customer service, and access/ assistance to the best investment opportunities. Key Responsibilities: Team Leadership: Drive and manage a team of Relationship Managers (RMs) who handle HNI clients. Provide guidance, training, and support to ensure the teams success in meeting client needs and achieving revenue targets. Client Advisory: Oversee the role of RMs in assisting HNI clients to make well-informed investment decisions. Ensure that RMs curate the best reports on investment opportunities from the public domain. Client Additional : Develop and implement strategies to increase the number of HNI clients. Foster relationships with potential clients and leverage market insights to attract and retain high-value clients. Client Management: Serve as the primary point of contact for all the clients investment needs in the financial markets. Ensure that RMs maintain strong, long-term relationships with clients and provide consistent, high-quality service. Client Engagement: Ensure effective client engagement through regular communication, including periodical account-related MIS and market reports. Monitor client satisfaction and address any issues promptly. Revenue Targets: Work closely with the RMs to achieve revenue targets. Monitor performance metrics, provide feedback, and implement strategies to drive business growth and client satisfaction. Market Insights: Stay abreast of market trends, economic news, and financial products. Ensure that RMs are well-informed and able to provide clients with up-to-date and relevant investment info. Qualifications: Bachelor s degree in finance, Business Administration, or a related field. MBA or relevant certification (CFA, CFP) is a plus. Proven experience in a managerial role within the financial services industry, preferably handling HNI clients. Strong understanding of financial markets, investment products, and wealth management strategies. Excellent leadership and team management skills. Outstanding communication, interpersonal, and client relationship skills. Ability to analyze market trends and economic data to provide actionable insights. Proficient in using financial software and tools for client management and reporting.

Position Summary: Under the direction of RM, this person is responsible for the timely execution of tasks assigned in accordance with the yearly audit plan as well as assisting with other audit matters and projects. Responsibilities: 1. Verification of Payment & Journal vouchers which broadly covers the following: - - Adherences to internal payment approval policy (DOP) approved by the Board - Deduction of tax at appropriate rates - Adequacy of supporting documents for the processed claims - Categorization of expenses into Capex or Opex and is accounted under appropriate head of accounts - Budgets adherences - Providing all the above information in the Audit Questionnaire & the templates given 2. Verification of invoices raised which broadly covers the following: - - Levy of rates agreed with the clients as is available in the SLA - Delay in raising invoices on the clients - Billed quantities / services are in sync with the operations record and are as per the service list agreed with the clients - Appropriate GST levy - Review of credit notes approved - Providing all the above information in the Audit Questionnaire & the templates given 3. To verify BRS correctness and to confirm this recon was done for all the bank accounts of the company. 4. Verification of Statutory Payments which broadly covers the following: - - Timely remittance of the statutory to the respective government authorities - Remittances are in line with the requirements of the government - Providing all the above information in the Audit Questionnaire templates given - Filing of Quarterly / Monthly / Annual returns with the respective authorities 5. HR activities: To verify the following: - Availability of documents which are required to be collected from on-boarding employees - Availability of duly approved appointment Orders - Employee salaries in HRMS portal are as per the Appointment order issued. - Availability of duly approved increment orders - Adherences to Board approved HR Policies - Adherences to Exit formalities of the company - Providing all the above information & other requirements in the Audit Questionnaire and the related templates given 6. To carryout Warehouse inspection audit as per the Yearly Audit Calendar approved by the management and in line with the Audit questionnaire designed for this purpose. Requirements: - 1. Ability to communicate effectively with Team Members and Peers in both written and verbal form. 2. Have great attention to detail. 3. Excellent interpersonal, oral and written communication skills with the ability to comfortable communicate to all levels of management. 4. Knowledge of accounting and auditing principles/standards, and familiarity with MS office especially with V -Look Up & Pivot function. 5. Ability to adapt to change quickly and multi-task EDUCATION/EXPERIENCE: 1. Graduation in Commerce. 2. Experience: 1 year / 6 months of work experience in Internal audit function of a company or in an Audit Firm & has a reasonably good exposure in the areas explained under Responsibilities .