Client Service Team Lead

Team Leader – Customer Care (Fixed Income)

Experience: 5–8 Years (Team Handling Mandatory)

• Lead and manage a team of customer care/service executives in the wealth management domain
• Ensure end-to-end client servicing for products like Mutual Funds, Bonds, and other investment products
• Handle escalations from HNI / UHNI clients and ensure high service standards
• Monitor daily operations, turnaround time (TAT), service quality, and compliance requirements
• Coordinate closely with Relationship Managers, Operations, and Compliance teams
• Drive process improvements to enhance client experience and service efficiency
• Conduct team training, performance reviews, and ensure achievement of service KPIs
• Prepare MIS, reports, and support audits and regulatory requirements.
• Over time, they will gain practical exposure to how fixed-income investments work, how...