Centre Head - Financial Planning

Job Description:

We are looking for someone who can be a part of a fast paced and agile organization and also understands the nuances of a 0 to 1 journey. Someone who is a strategist and is also a doer. Must be emotionally committed to what we are doing and should be able to participate in the company's success through having a unique blend of business and role specific knowhow.

The role will be based out of our Corporate office at Lotus Corporate Park, Goregaon, Mumbai.

Experience and Qualification:

- 10 to 15 years of experience

- Qualification required is Graduate/Post Graduate

Skills Required:

- Proven leadership experience in customer service, retail management, or a similar role, ideally within the financial service industry

- Strong understanding of personal finance

- Exceptional interpersonal and communication skills, with a focus on customer- centric service

- Ability to leverage technology to enhance the customer experience and streamline operations

- A collaborative and innovative mindset, with a commitment to fostering a positive, educational environment for customers and team members alike.

Job responsibilities:

- Develop and implement strategies to enhance the customer experience within the Financial Planning Centre.

- Lead a team of specialists to provide education, support, and advisory that align with our financial products and services.

- Manage the operational aspects of the Financial Planning Centre, including technology integration, customer feedback loops, and compliance with regulatory standards.

- Collaborate with marketing and product development teams to ensure the Financial Planning Centre accurately represents our brand and offerings.

- Monitor and analyze customer interactions to identify trends, areas for improvement, and opportunities for growth.