Customer Success Executive

Job Description

Job Title: Executive – Customer Success Location: Chennai – T.Nagar (Work from Office) Experience: Fresher / 1-2Years Experience in Investment/ Insurance/ Customer Co-ordination Company Overview: PurplePond is a customer centric, principle-oriented company committed to providing comprehensive 360-degree financial planning solutions to our clients. We specialize in guiding individuals and organizations towards achieving their financial goals through strategic financial planning. As we continue to expand our team, we are seeking a highly motivated and skilled Customer Success Executive to join our ranks. Role Overview: As a Customer Success, you will play a pivotal role in acting as the connecting thread between the customers, the operation team and the financial planners. As the single point of contact (SPOC) for the customer, you will be responsible for understanding the customer needs, preparing the different reports in coordination with the financial planning team and to help the customer onboard in coordination with the operation team, Your primary responsibility will be to help clients make informed decisions about their investments & Insurances, ensuring their financial objectives are met. This position requires a deep understanding of financial markets, excellent communication skills, an earnestness to learn and the ability to build strong relationships with clients. Key Responsibilities: Client Interaction: Conduct in-depth interaction with clients to understand their financial goals, risk tolerance, and investment preferences. Financial Analysis: Analyse the customer’s financial goals, identify the gaps through the 5 buckets of financial planning (Risk Mitigation, Retirement Planning, Life goals planning, Tax planning & Estate Planning) and provide accurate and timely financial advice. Portfolio Management: suggest and manage customised investment portfolios based on clients' financial objectives, risk profiles, and asset allocation strategies and periodically review the portfolio and proactively identify opportunities to enhance clients' financial well-being and add value through strategic advice and guidance. Risk Assessment: Evaluate and communicate potential risks associated with investment strategies, providing clients with a clear understanding of the risks and rewards. Market Research: Stay abreast of financial news, market trends, changes to taxation and regulatory diktats to ensure up-to-date and relevant advice to clients. Client Education: Educate clients on various investment & Insurance products, strategies, and financial planning concepts to empower them in making informed decisions. Compliance: Ensure compliance with industry regulations and internal policies, maintaining the highest ethical standards and confidentiality in all dealings with clients. Qualifications: Bachelor's degree in finance, Business, Economics, or CA Intern Bachelors in any other degree industry certifications (CFA, CFP, NISM, BQP) preferred. Relevant experience in investment planning, portfolio management, or a related field. Excellent Listening & communication and interpersonal skills. Client focused mindset with the ability to build and maintain relationships. Eye for detail and meticulousness Benefits: Competitive salary with performance-based bonuses. Comprehensive health insurance, Life insurance, disability and retirement benefits. Ongoing professional development opportunities. Collaborative, unbiased and inclusive work environment. If you are a results-driven individual helping clients achieve their financial goals, we invite you to apply for the Customer success team at PurplePond. Join our team and contribute to the success and growth of our company.. Apply with your resume and a cover letter detailing your relevant experience and qualifications. Application Process Share the CV detailing the work experience to hr@purplepond.in