Client Service Executive

Job Description:

• Requirement gathering for web and app development projects
• Preparation of necessary docs(BRD, FRD, SOW, RFQ, NDAs, and POC) for the clients requirement.
• Drafting user stories, wire frames and project plans based on the requirements of the client
• Understanding the default software/applications products and services of Webkul and its functionalities(at the workflow level) for a personalized explanation of the same to the clients.
• Handling customers' pre-sales and post-sales queries over various communication mediums like calls/emails/Skype/ helpdesk/ social networking sites.
• Project assignment and being clients major communication for ongoing projects.
• Managing project delivery(It covers check of all the SOW points agreed)
• Assigning the technical queries/issues of clients to the technical departments.
• Preparing a full User guide(technical doc/content) of the products for Webkul’s products, Services, and customers in written and video format as well.
• Attending international as well as domestic seminars and conferences regarding the promotion of the products with the presentation.
• Market research of the products.
• Responsible for new partnerships of the organization, acting as a bridge between the client side and the organization.
• Full-time office job, No field work.

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities

• Onboarding, Handling and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a birds’ eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

Requirements

• 8+ years of experience in Wealth Management space

• Must have completed MBA from a premier business school.

• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.

• English is mandatory and command on local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

• Build and manage productive, professional relationships with clients

• Maximize revenue by selling services and achieve fortnightly and monthly client retention and revenue targets

• Systematic follow-up and time-bound closures

• Customer Relationship Management: Build and maintain strong relationships with existing and potential customers. Understand their needs and offer tailored solutions to meet their mobile repair requirements.

Required Candidate profile

• Application of sales techniques

• Ability to work independently

• Hunger to learn and grow

• Customer Orientation

Do Your Thng 

https://doyourthng.com/" target="_blank">https://doyourthng.com/ 

About us:

DYT - Do Your Thng, is an app, where all social media users can share brands they love with their followers and earn money while doing so! We believe everyone is an influencer. DYT - Do Your Thng (DYT) is a creator community platform with an overarching vision to democratise influence and build a thriving creator community. We offer two solutions- an app for creators that helps them make a living out of content creation, and a self-serve web desk module for marketers to execute influencer campaigns in a quick, frictionless, targeted, and economically attractive manner.

1. Very good communication skills.
2. Knack towards pursuing Business Development as a career.
3. Help develop new client bases and assist in maintaining the existing ones.
4. Good negotiating skills.
5. Ability to work well with cross-functional teams.
6. Willingness to make cold calls.
7. Creative bend of mind

• Assess the strengths and weaknesses of the sales team and manage the sales program accordingly
• Monitor the program on 500+ accounts across all domestic sales channels and pinpoint ways to penetrate new markets
• Provide on-the-ground support for sales associates as they generate leads and close new deals
• Meet with customers to discuss their evolving needs and to assess the quality of our company’s relationship with them
• Develop and implement new sales initiatives, strategies and programs to capture key demographics
• Provide daily report of field sales success and communicate VOC data to superiors

Business Development Executive  

We are seeking an energetic investment product sales specialist to help drive sales and grow the business. You will be resourceful, highly organized and self-motivated to increase sales. A background in sales of investment products or real estate sales is strongly desirable.

About us

BetterInvest is an investment platform focused on generating passive income streams and building wealth for investors.

We at BetterInvest provide you a variety of alternate investment options which are focused on generating passive income and helping investors achieve financial happiness. One of the first asset classes that we are launching is fractional ownership in Commercial Real Estate. We are enabling access to wealth creation opportunities that were previously available only to the top 1% of the population. We make commercial real estate investing easy, affordable and transparent. 

Visit www.betterinvest.club to learn more.

Responsibilities

• Develop sales strategies and successfully create business from new and existing customer
• Manage a large number of outbound calls in a timely manner
• Understand the concepts pertaining to real estate investments
• Maintain a high level of knowledge of company products, policies, and procedures
• Discover and onboard potential channel partners (Wealth managers, Real estate brokers etc)
• Take complete ownership for the customer relationship
• Manage leads in CRM software

Requirements

• Proven experience in B2C sales (Above 2 years)
• Outstanding interpersonal skills and ability to interact confidently with clients and peers
• Hands-on experience with a CRM software
• Interested in personal finance and investments
• Attention to detail, time management, team player and multitasking
• Possess financial acumen - a strong grasp of basic financial principles and concepts

Job location - Chennai, Tamil Nadu