Role & responsibilities

Lead, mentor and motivate a team of Customer Service Executives.

Ensure prompt and accurate resolution of customer queries.

Handle escalated client complaints and critical issues.

Monitor turnaround time (TAT) and service quality.

Ensure adherence to Service Level Agreements (SLAs).

Improve overall client experience and satisfaction.

Ensure compliance with regulatory requirements (SEBI, AMFI, RBI, PMLA, FATCA, CKYC etc., as applicable).

Conduct quality audits.

Identify process improvement opportunities.

Coordinate with Operations, Relationship Managers, Compliance and Technology teams.

Resolve complex client issues.

Coordinate with internal stakeholders for quick resolution.

Maintain escalation logs.

Ensure timely closure of complaints.

Preferred candidate profile

Minimum 2 years in a team handling role

Must have experience in Wealth Management, Mutual Funds, Stock Broking and PMS.

📌 Team Leader (Bengaluru)
🏢 Hipotz
📍 Bengaluru