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National Service Head - Wealth/Private Banking

Mumbai Permanent View Job Description
The National Service Head is responsible for leading the end‑to‑end client service function across IndiaThe role ensures best‑in‑class client experience, operational excellence, and scalable service delivery across HNI/UHNI and institutional segments, while aligning with global standards.
  • Own the entire client service engine for the wealth business in India
  • Join a leading international private banking platform

About Our Client

Our client is a leading global wealth/private baking platform which caters to UHNI's, family offices and institutional investors. It combines global scale with a boutique approach, offers a strong culture of trust and entrepreneurship, and is well positioned in sustainability-led wealth management-making it a differentiated platform for high-quality client exposure and long-term career building. It has been awarded as a "Great Place to Work" with strong trust-based culture and team environment.

Job Description

  • Achieve excellence and consistency in service delivery to clients across channels and across all products and services. Towards that :
    • Define role of SRM with respect to service to clients, support to RMs and input towards improvement of end-to-end processes
    • Define and implement processes from a client-first perspective while also achieving efficiency
    • Building/maintaining the service relationship manager (SRM) talent, in terms of quality as well as capacity to support the demand
    • Training SRM team on standardized processes as well as soft skills
    • Develop a succession plan for regional SRM heads
    • Ensure career path for SRMs and Development Plans in place
  • Define and own end-to-end clientlifecycle management coveringonboarding, maintenance (service and reviews) and closure
    • Review SRM, OBP and Account Opening model and restructure to bring efficiencies
  • Manage any client complaints expeditiously and fairly and derive continuous improvement from them
  • Be the customer champion in all change projects that impact the client experience
  • Drive any execution expected of the front office, specially SRMs. Eg remediations, transitions



The Successful Applicant

  • ~15 plus years of relevant work experience in client servicing role in wealth management/asset management/mutual fund industry
  • Built or transformed a national service function from scratch OR scaled it significantly
  • Delivered measurable outcomes like:
    • Improved NPS / client satisfaction
    • Reduced cost-to-serve
    • Faster onboarding / TAT


What's on Offer

  • Lead the Service team in India and help with the growth story
  • Build a credible long-term career with a global wealth management player in India
  • Work with the best-in-class processes and teams
  • Market leading remuneration
Quote job ref
JN-042026-7003792

Job summary

Function
Banking & Financial Services
Sub Sector
Banking Operations
What is your area of specialisation?
Financial Services
Location
Mumbai
Job Type
Permanent
Job Reference
JN-042026-7003792

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.