Senior Officer - Segments - CRM Wealth - Mumbai - Mumbai - Lodha (I-Think Techno Campus) - JM
Tata Capital · tatacapital.com
MumbaiOn-siteSenior
The job in short
Wealth platform client relationship and query handling.
Details
- Found
- 28 d ago · posted 2023-11-08
- Location as listed
- Mumbai, Maharashtra, India
- Role
- Customer Success
- Source
- The company’s own careers site
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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