Responsibilities:

📍Develop customer relationships and strategies that promote retention and loyalty, ultimately improving customer lifetime value and reducing churn. 📍Respond to customer queries in a timely and accurate way, via chat, email, call and Social media channels. 📍Identify customer needs and ensure customers remain satisfied with the product by educating them about functional capabilities and possible upgrades. 📍Monitor key performance indicators (KPIs) related to customer success and take proactive measures to meet or exceed targets. 📍Act as an advocate for customers within the organization, ensuring their voice is heard and their needs are met. 📍Collaborate with internal teams to resolve customer escalations and ensure timely issue resolution. 📍Identify opportunities to upsell or cross-sell additional products or services to increase AUM. 📍Proactively engage with customers to understand their satisfaction levels and identify potential churn risks. 📍Develop and implement strategies to improve service quality, responsiveness, and efficiency. 📍Develop and nurture strong relationships with key customers, serving as their primary point of contact. 📍Understand customer goals, objectives, and challenges to proactively address their needs.

Requirements:

📍Proven experience in customer relationship management and customer service roles. 📍Strong understanding of the financial services industry and investment products (e.g., mutual funds, wealth management). 📍Exellent communication and interpersonal skills to effectively interact with customers and internal stakeholders. 📍Comfortable working in shifts. 📍Can speak Hindi and English fluently.