Role ObjectiveLead branch service delivery, operations and support functions to ensure a consistently high standard of client experience, operational accuracy and regulatory compliance. Manage the teams responsible for servicing the firm’s clients, including HNI and Ultra HNI families, while strengthening processes, controls and accountability.
Key Responsibilities1. Team Leadership and Functional Supervision
• Lead and supervise Service Managers and the HR, Accounts and Product teams.
• Define responsibilities, service standards, performance parameters and reporting requirements for each function.
• Allocate work, monitor pending tasks and ensure timely completion across teams.
• Conduct regular team reviews, provide feedback and identify training requirements.
• Establish backup arrangements and structured handovers to maintain continuity during absence or employee transitions.
• Coordinate with Relationship Managers and Directors to resolve cross-functional issues.

2. HNI and Ultra HNI Client Servicing
• Oversee end-to-end servicing of HNI and Ultra HNI clients,



maintaining discretion, accuracy and responsiveness.
• Act as the senior escalation point for complex requests, service concerns and complaints.
• Coordinate client requirements across investments, insurance and other products distributed or facilitated by the company.
• Ensure transparent ownership and timely communication for every client request until closure.
• Maintain strict confidentiality of client information and financial records.

3. Quarterly Client Calling and Service Reviews
• Own the quarterly service-calling programme, ensuring every client of the firm is contacted at least once each quarter.
• Personally connect with key Ultra HNI clients and clients requiring senior-level attention.
• Review service satisfaction, pending requests, recurring concerns and coordination with the assigned Relationship Manager.
• Record call outcomes, assign corrective actions and track them to closure.
• Escalate

📌 Service Head- Private Wealth Management (Chandigarh)
🏢 WealthVault Research and Analytics
📍 Chandigarh