Customer Success - Analyst Trainee (Financial Services)
We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking Analyst Trainees to join our team immediately.
Who are we?
Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries.
What you will do:
- Client onboarding: Facilitate smooth onboarding of new clients, including High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (Ultra HNIs), and Non-Resident Indians (NRIs), ensuring all necessary documentation and processes are completed efficiently.
- Relationship Building: Foster strong client relationships through regular communication, addressing inquiries, and sharing investment updates.
- Portfolio Monitoring: Collaborate with the wealth management team to track portfolio performance, creating reports for clients that showcase growth and opportunities.
- Problem Resolution: Assist clients in resolving investment-related issues promptly and effectively, ensuring their concerns are addressed.
- Client transaction and execution: Oversee client transactions, ensuring accurate and timely execution of their investment requirements.
- Data Management: Maintain and manage client data, ensuring confidentiality and accuracy.
- Client Reporting: Prepare and send various reports to clients on a regular basis, meeting their specific reporting preferences.
- Updated with the regulator's norms.
What are the qualifications you need:
- Education: Graduation/Post Graduation in Commerce/Finance/Management fields.
- Certifications: NISM VA exam, AMFI certification preferred.
- Familiarity with Zoho suites is preferred.
What would help make you a great fit for the role:
- Communication skills: Good verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements.
- Prior Internship Experience in the wealth management or finance domain.
- Having a Client-centric approach: Prioritize the specific needs of HNIs, Ultra HNIs, and NRIs, ensuring personalized and exceptional service.
- Knowledge of financial products: Familiarity with Mutual Funds, PMS, and other financial products.
Who you are NOT. This role is not for you if:
- You have difficulty being attentive to details
- Are not ownership and responsibility driven
- Are not solution oriented nor comfortable with a startup environment
- Prefer a slow, structured environment where you are given micro-instructions
- Want to take it easy and prefer a passive role
What you will get:
- An opportunity to be a core team member with a growth path
- A fast-growth environment
- A place where you matter, and are not just a cog in the wheel
- An encouraging, informal and comfortable working environment
- A place where flexibility can be earned and work-life balance ensured
- Competitive Compensation
If you are proactive and a great communicator with a passion for supporting founders and driving organizational success, we would love to hear from you. Join us in our journey to shape the future of our organization and make a meaningful impact in the industry.
This is a 6-month paid internship with the possibility of a PPO at the end of that period (subject to evaluation). The stipend would be Rs.15,000/- p.m.
Our Hiring Process:
- You Apply and answer a couple of quick questions [5 min]
- Recruiter screening phone interview [20 min]
- Online Skills Assessment test
- Technical interview: [30 min - discussion around experience and skills]
- Founder's interview: [30 min]
- We make you an offer and proceed for reference and BGV check.
Schedule:
- Monday to Friday
- Weekend availability
Subodh Popalwar
Software Engineer, Memorres
About Baker Street Fintech
Baker Street Fintech is a Financial Products Company. We help build world-class Fintech Products for our Clients who want to transform their businesses. Founded by professionals with Experiences spanning from PwC UK to Banking and Technology firms, we are a financially stable, profitable company growing quickly!
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- Post Graduation (MBA).
- Experience of a growing company with a focus on personal growth.
Malayalam and Hindi-speaking Customer support executives
Good in English communication
freshers also welcome
Outbound call center exp preferred
work location - Chennai - In-office work
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Job Title- Customer Service (CLG) Trainee
Job Requirements:
- Must know e-mailing.
- Have basic excel knowledge.
- Have excellent communication skills.
Work shift- Rotational
Location- Mohali
Stipend- 15,000 INR
Immediate joiners are preferred.
*Opportunity to get converted into full-term employment after completing 6 months of training.*
• This position is responsible for developing, coordinating, and maintaining top-notch customer service tactics, customer relations and communication strategies through superior service. It will also play a key role in maintaining the required level of service and customer satisfaction and proactively identifying future improvement opportunities.
• Interact with clients and build relationships with them while ensuring their needs are being met.
• Strong client-facing and communication skills.
• A Customer Service Manager role primarily involves communicating with customers either via phone, email or face-to-face in relation to a product or service
• A Customer Service Manager job description will describe the representative as acting on behalf of the company, so it is paramount that they know and understand the company values and always act in a professional manner, using language that aligns with that of the company
• Managing a large number of incoming calls and emails.
• A thorough knowledge of the product or service the company they work for is offering
• Liaising with internal stakeholders and follow up with external customers.
Customer Service Responsibilities list:
Manage large amounts of incoming phone calls
Generate sales leads
Identify and assess customers’ needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Meet personal/customer service team sales targets and call handling quotas
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies
Take the extra mile to engage customers
Requirements
Proven customer support experience or experience as a Client Service Representative
Track record of over-achieving quota
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond to different types of characters
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
ReLiva Physiotherapy & Rehab (www.reliva.in) is a leading, fast growing physiotherapy organisation with clinical locations in Mumbai, Pune, Hyderabad, Bangalore and Chennai, Kanpur, Jaipur, Delhi.
We are looking for dynamic & enthusiastic Customer Care Executive for our practice for the following location :-
Nerul, Navi Mumbai
Responsibilities:-
1. Attending day to day enquiries and scheduling them with respective doctors
2. Greeting patients doing follow up calls
3. Coordinating with Doctors, Patients for appointments, payments etc.
4. Maintaining patient records
5. Manage front office operations - Handle and screen telephone calls, routine mail. Provides information by answering questions and requests. receive and direct visitors and clients.
Should have Basic Knowledge of MS Office and MS Excel
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Should have good communication skills
Speaks languages like Tamil, Telugu & Kannada.
Job Type: Part-time
Salary: ₹8,000.00 - ₹10,000.00 per month
We at Zoop.one are looking for a technically savvy Customer Success executive who possesses a strong drive for results.
Duties for the Customer Success Executive will include a broad range of tasks such as maintaining ongoing customer relationships and networking, implementing success programs, contributing to sales, onboarding and training clients, and minimizing churn. You should also be able to provide insights on client-to-business interactions, improve customer experience through product support, and handle customer complaints and requests. You should be able to contribute to creating and maintaining good customer relationships and ensuring smooth onboarding.
Job Role:
Develop and manage client portfolios.
Sustain business growth and profitability by maximizing value.
Analyse customer data to improve customer experience.
Hold product demonstrations for customers.
Improve onboarding processes.
Mediate between clients and the organization.
Handle and resolve customer requests and complaints.
Minimize customer churn.
Aid in product design and product development.
Operate as the lead point of contact for all matters specific to our customers
Support and coordinate with the tech team to ensure seamless delivery to clients
What you’ll do:
Own the product knowledge base
Map customer journey and identify improvements at every stage
Maintain healthy customer engagement levels by identifying low utilization and providing solutions to further drive customer success
Develop a trusted advisor relationship with key customer stakeholders
Be the product champion, interpret customer insights to drive change in product and act as a voice of the customer to the Product team
Manage the Customer Success strategy for tracking and reporting on client health and reducing Customer Churn
Create and perform Monthly/Quarterly Business Reviews for ensuring customer retention and expansion - effectively delivering results to key stakeholders
Raise open issues with cross-functional teams and take ownership of resolving the issues in a timely manner
Constantly work towards providing innovative strategies for delivering customer delight
Engage with clients to understand the nuances of their work processes and the resulting needs and pain points.
Tools and Skills Required
Must Have:
Highly organized and able to multi-task.
Communication skills
Self-driven and proactive nature.
Excellent communication and interpersonal skills.
Experience in SAAS based product, CRM or ERP.
Knowledge of customer success processes.
Experience in document creation.
Patient and active listener.
Passion for service.
Have high proficiency in Microsoft Office (Excel, Word, PowerPoint)
Good to Have:
You should be passionate about engaging customers and expanding their use cases through our product
You have strong problem-solving skills and are great at finding creative solutions and workarounds when needed
You have good data analysis and data-driven decision-making skills
Strong project management skills
Experience:
3+ years proven track record in an enterprise account management role (Customer Success, Relationship Manager, etc.)
Strong Technical Background.
What’s attractive about us?
We offer a suite of memberships and subscriptions to spice up your lifestyle. We believe in practicing an ultimate work life balance and satisfaction. Working hard doesn’t mean clocking in extra hours, it means having a zeal to contribute the best of your talents. Our people culture helps us inculcate measures and benefits which help you feel confident and happy each day. Whether you’d like to skill up, go off the grid, attend your favourite events or be an epitome of fitness. We have you covered round and about.
- Health Memberships
- Sports Subscriptions
- Entertainment Subscriptions
- Key Conferences and Event Passes
- Learning Stipend
- Team Lunches and Parties
- Travel Reimbursements
- ESOPs
That’s what we think would bloom up your personal life, as a gesture for helping us with your talents.
Join us to be a part of our Exciting journey to Build one Digital Identity Platform!!!
Follow CutshortSubodh Popalwar
Software Engineer, Memorres