Analyst ,Treasures Service Manager
Core
Manage service delivery and client relationships for high-net-worth 'Treasure' clients, ensuring rapid complaint resolution and adherence to service standards.
Role type
Senior Customer Service Manager (Treasures)
Builds
High-quality service experiences for premium banking clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
complaint resolution, CRM management, client relationship management, risk monitoring, digital banking support, lobby management, data entry accuracy
Preferred skills
experience with I-Wealth/Pweb platforms, advanced Excel/PowerPoint skills
Technologies
CRM, UPI, MS Office (Word, Excel, PowerPoint)
Responsibilities
Ensure client escalations are resolved within 24 hours; maintain 100% coverage of Treasure clients quarterly; manage customer service lobby and walk-ins; support sales team in digital customer acquisition; monitor branch risk and governance factors; update CRM with client data and complaint journeys.
Seniority
Senior, hands-on IC