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Senior Officer - Segments - Segments - CRM Wealth - Mumbai - Mumbai - Lodha (I-Think Techno Campus) - JM

Tata Capital · tatacapital.com
MumbaiOn-siteSenior
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Straight from the company’s own careers site.

The job in short

Wealth platform client relationship and query handling officer.

Details

Found
29 d ago · posted 2023-12-12
Location
Mumbai, Maharashtra

Full description

11577 Major Deliverables: - Establishing relationship with registered users - Understanding client’s requirement, involve RM if needed - Resolving any of the client queries - Connecting with clients to give regular updates - Getting more referrals from the existing users for onboarding new investors on the platform - Introduction calls for all new customers - Tracking of query resolutions - Tagging of all queries raised in CRM Specialized job competencies: Good communication skills, Fluent in English verbal & written communication, Graduate (any stream), existing experience in customer service management

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