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Asset and Wealth Management-Bengaluru- WFM(RTA)

at Goldman Sachs

JuniorNo visa sponsorshipProduct/Project Manager

Posted 10 minutes ago

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Compensation: Not specified
City: Bengaluru
Country: India

"Join our Asset and Wealth Management team in Bengaluru as a Work-From-Home (Remote) Call Center Representative. Key responsibilities include handling client inquiries effectively, assisting with portfolio management, and collaborating with cross-functional teams. Proven experience in wealth management or related fields is essential, along with strong communication skills and proficiency in CRM tools. Candidates should be comfortable working in a remote team environment and have a solid understanding of financial products. Familiarity with wealth management software and excellent problem-solving skills are a plus.

Asset and Wealth Management-Bengaluru- WFM(RTA)Bengaluru, Karnataka, India

Opportunity Overview

CORPORATE TITLECall Center Representative

OFFICE LOCATION(S)Bengaluru

DIVISIONAsset & Wealth Management

WEALTH MANAGEMENT

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

MARCUS BY GOLDMAN SACHS

The firm’s direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering, and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency, and simplicity.

Responsibilities:

Oversee real-time Phone and Chat queue performance to support service level and operational objectives
Proactively assess staffing, queue trends, and intraday events to identify risks and recommend timely mitigation actions
Provide leadership with real-time performance insights, status updates, and business-impact analysis
Partner with Operations, Workforce Management, Technology, and business stakeholders to resolve service-impacting issues
Evaluate offline capacity and support prioritization of work activities based on business needs and service commitments
Investigate and track technical or operational escalations, collaborating with Technology teams to support root cause identification
Develop ad hoc analysis and actionable recommendations to strengthen operational visibility, decision-making, and efficiency
Exercise sound judgment, problem-solving, and decision-making skills in a fast-paced and ambiguous operating environment

Qualifications:

Bachelor’s degree from a recognized institute and with a mandatory minimum of 1 year of WFM real-time management experience.
Strong analytical and problem-solving skills, with the ability to interpret complex data, identify trends, make timely decisions, and recommend practical, data-driven solutions.
Ability to work rotational shifts and week offs while operating effectively in a dynamic, fast-paced, and ambiguous environment.
Self-driven professional with strong ownership, accountability, organizational skills, and the ability to prioritize deliverables, manage deadlines, and execute with urgency.
Excellent communication and stakeholder management skills across leadership, business partners, and cross-functional teams.
Advanced Microsoft Office proficiency and a high degree of professionalism, integrity, and confidentiality.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

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