About the Role
We are hiring for one of our NBFC Client into Wealth Management.
Role: Client Experience Associate
The role is to Outbound Calling of existing Wealth customers
Work Location: Thane
This is completely Outbound Sales role for Wealth customers - HNI & UHNI clients.
Target Based & Incentives too.
· 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
If interested, kindly share your updated resume to discuss & evaluate further.
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