Digital Service Relationship Manager - Ahmedabad

Role Overview: You will be working as a Virtual Relationship Manager at Equirus Wealth Private Limited, responsible for onboarding customers and completing digital KYC requirements. Your main duties include managing and resolving customer queries, contacting customers to inform them about investment products, understanding customer requirements, updating customer information in the database, handling transaction orders accurately, and preserving the company's reputation by addressing grievances effectively. Key Responsibilities: - Onboard and complete digital KYC requirements for all customer segments. - Manage and resolve all customer queries promptly. - Contact customers to inform them about investment products or services using scripts. - Answer investment product related queries during calls. - Understand customer requirements, ask relevant questions, and close sales. - Direct High Net Worth Individual (HNI) prospects to the field sales team if required. - Update customer information in the database accurately. - Process transaction orders accurately and assist clients through the Federal Mobile. - Handle grievances effectively to maintain the company's reputation. - Maintain records of calls, sales, and note useful information. Qualifications Required: - Graduate with a minimum of 2 years of proven experience as a Tele Sales & Service Representative or in a similar sales/customer service role in Banking, Wealth Management, Insurance, or related Financial Services. - Good knowledge of KYC process for Mutual Funds. - Proven track record of meeting sales quotas, preferably over the phone. - Proficiency in relevant computer programs (e.g., Excel, CRM software) and telephone systems. - Ability to learn about investment products and services and effectively communicate them to prospects. - Excellent command of English and the regional language of the state. - Strong communication and interpersonal skills with the ability to resolve issues and address complaints effectively.,