Client Success Officer Job

About the job: Key Responsibilities: 1. Make outbound calls to identify new business opportunities and promote our products and services. 2. Respond to customer inquiries and complaints in a timely and professional manner 3. Resolve customer issues and escalate to the appropriate team if necessary 4. Maintain accurate records of customer interactions and transactions 5. Upsell fintech products and services to customers as appropriate 6. Identifying new business opportunities by cross-selling products like Mutual funds, ETFs. 7. Following the internal sales process by updating all the activities in online system. 8. Comply with all rules and regulations of the company as well as following industry norms. Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,00,000 - 4,00,000 /year Experience: 1 year(s) Deadline: 2025-06-19 23:59:59 Other perks: Informal dress code, 5 days a week, Health Insurance Skills required: Client Interaction and English Proficiency (Spoken) About Company: We're a budding start-up comprised of passionate technologists looking to disrupt the fintech ecosystem. We are one of India's first investment apps focused purely on higher education, providing parents with a unique roadmap to meet the financial goals for their child's higher education, be it abroad or in India. The app offers users the option to create an investment plan and invest in both Indian and US funds. Our holistic planning tool helps parents estimate the cost of education, and use counseling services for test prep, mentorship, and admissions. EduFund is built by India's trusted investment experts and backed by angel and US institutional investors. We are a SEBI-registered investment advisor (RIA). Our purpose is simple - enable Indian parents and empower Indian students.