1 - 5 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

As a candidate with 1 to 2 years of experience, your role will involve engaging with existing clients to ensure their satisfaction, build trust, and strengthen long-term relationships with the company. You will also be responsible for identifying and re-activating dormant or low-engagement clients through regular follow-ups, personalized communication, and service reminders. Addressing client queries, grievances, and service issues promptly is essential to ensure a seamless and positive customer experience. Your responsibilities will include educating clients on new investment products, trading tools, and digital platforms to enhance their engagement and portfolio performance. Collaboration with sales, dealing, and support teams is crucial to ensure efficient resolution of client concerns and smooth service delivery. It is important to maintain accurate records of client interactions, feedback, and retention activities in the CRM system. Analyzing client feedback and sharing actionable insights with management to improve product offerings and service quality will be part of your role. Additionally, contributing to client retention and revenue growth by fostering loyalty, cross-selling relevant products, and promoting continued investment activity is key to success in this position. The job type for this role is full-time, and the work location is in person. As a candidate with 1 to 2 years of experience, your role will involve engaging with existing clients to ensure their satisfaction, build trust, and strengthen long-term relationships with the company. You will also be responsible for identifying and re-activating dormant or low-engagement clients through regular follow-ups, personalized communication, and service reminders. Addressing client queries, grievances, and service issues promptly is essential to ensure a seamless and positive customer experience. Your responsibilities will include educating clients on new investment products, trading tools, and digital platforms to enhance their engagement and portfolio performance. Collaboration with sales, dealing, and support teams is crucial to ensure efficient resolution of client concerns and smooth service delivery. It is important to maintain accurate records of client interactions, feedback, and retention activities in the CRM system. Analyzing client feedback and sharing actionable insights with management to improve product offerings and service quality will be part of your role. Additionally, contributing to client retention and revenue growth by fostering loyalty, cross-selling relevant products, and promoting continued investment activity is key to success in this position. The job type for this role is full-time, and the work location is in person.

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You