RB - Affluent Business:Burgundy Private Service Partner

About the role

The role of a Service Partner is to support the team of Burgundy Private bankers and Managing Partners to onboard new clients and to service the existing clients

What you'll do

• Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients
• Handle clients query related to RM's portfolio in a positive, timely and appropriate manner. The aim is to resolve customer's query at the first point of contact and…
• Adhere to all process and controls to identify and mitigate risk and ensures timely escalation /of control issues
• Responsible for improving the credit card and debit card funding of accounts true rate and ensuring NTBs with atleast 3 PPCs
• Comply with local regulations in all aspects of strategy sales process, client correspondence, financial promotion, administration

What you need

• 7–9 yrs of experience
• Sales
• Complaint handling
• Any graduate