Customer Success Manager

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

Job description

• Engage with the business team and stakeholder at different levels to understand business needs, analyze, document, prioritize the requirements, and make recommendations on the solution and implementation.
• Delivering the product that meets business requirements, reliability, scalability, and performance goals
• Work with Agile scrum team and create the scrum team strategy roadmap/backlog, develop minimal viable product and Agile user stories that drive a highly effective and efficient project development and delivery scrum team.
• Work on Data mapping/transformation, solution design, process diagram, acceptance criteria, user acceptance testing and other project artifacts.
• Work effectively with the technical/development team and help them understand the specifications/requirements for technical development, testing and implementation.
• Ensure solutions promote simplicity, efficiency, and conform to enterprise and architecture standards and guidelines.
• Partner with the support organization to provide training, support and technical assistance to operation team and end users as necessary
• Product/Application Developer
• Designs and develops software applications based on user requirements in a variety of coding environments such as graphical user interface, database query languages, report writers, and specific development languages
• Consult on the use and implementation of software products and applications and specialize in the business development environment, including the selection of development tools and methodology

Primary / Mandatory skills:

• Overall Experience: Overall 4 to 6 years of IT development experience
• Design and Code NodeJS based Microservices, API Webservices, NoSql technologies (Cassandra/MongoDb)
• Expert in developing code for Node-JS based Microservice in TypeScript
• Good Experience in understanding the data Transmission through pug/sub mechanism like Event Hub and Kafka
• Good Understanding of Analytics and clickstream data capture is HUGE Plus
• Good understanding of frameworks like Java Spring Boot, Python is preferred
• Good understanding of Microsoft Azure principles and services is preferred
• Able to write Unit test cases
• Familiarity with performance testing tools such as Akamai SOASTA is preferred
• Good knowledge on Source Code control like GIT, code clout, etc and understanding of CI/CD(Jenkins and Kubernetes)
• Solid technical background with understanding and/or experience in software development and web technologies
• Strong analytical skills and the ability to convert consumer insights and performance data into high impact initiatives
• Experience working within scaled agile development team
• Excellent written and verbal communication skills with demonstrated ability to present complex technical information in a clear manner to peers, developers, and senior leaders
• The desire to be continually learning about emerging technologies/industry trends

• Excellent troubleshooting skill.
• Functional knowledge either SAP PM, SAP ISU,would be a plus
• Knowledge on enterprise mobile application would be
  a plus.

We, at GlobalShiksha, are on a mission to Make Learning Fun for the K-12 segment by delivering high-quality, affordable supplementary educational products. The GlobalShiksha team of 150+ people works out of offices in Bengaluru. We're backed by the top investor of the world, Accel Partners. Founded in 2011 by an IIT Graduate, GlobalShiksha is among the top five Ed-tech companies of India and has the trust of 1 million parents.

Job Summary

• The candidate must be able to communicate effectively since the job involves coordinating with clients, couriers, and other operational departments.
• The candidate must ensure that quality assurance checks are completed and maintained.
• A Candidate is responsible for monitoring deliveries, ensuring customer satisfaction, and maintaining accurate logs of all transportation and goods.
• Preparation of Non-Delivery Report.
• Should have sound knowledge of Microsoft Excel (advanced), Microsoft word, MIS, maintaining and updating trackers.
• The candidate should be fluent in Hindi, English, and regional languages.

Responsibilities and Duties

• Logistic Management
• Warehousing
• Courier Management
• Verification and Customer Support
• Team Management

Role Overview

First and foremost, we're looking for people who are excited about what we're doing—you don't need to know anything about the HRTech ecosystem, but should be excited to learn.

We're looking for a Customer Support Intern to join our Customer Service Team.
The ideal candidate will have excellent verbal and written communication and problem-solving skills, loads of empathy towards customers. This profile requires high efficiency and the ability to document and improve processes that are high on repetition. 

The person in the role will -

• Communicate effectively with internal and external customers via phone, email and chat.

• Attend customer calls to capture notes on customer feedback, action items and next steps.

• Follow up with customers to ensure their technical issues are resolved.

• Evaluate ways to improve customer experience and contribute to development of solutions.

• Liaise with the Operations/ Product/ Sales team.

• Share feature requests and effective workarounds with team members.

• Gather customer feedback and share with our Product, Sales and Marketing teams.
  
  Requirements

  • Candidates must have strong written and verbal communication skills and have a desire to learn more about corporate operations.

  • Strong team building, time management, and organizational skills.

  • Problem solving, creative, organized and detail-oriented.

  • Tackle problems in a creative and logical ways and identify solutions

  • Should be tech savvy.

  • Proficient in using Google Docs, Slides and Sheets.
    
    Note: Please note this is a full time internship opportunity and a person should be available for a minimum of 6 months duration for internship.
    
    

    Benefits

    What’s in it for you?
    
    We are a 100% remote company so work from anywhere in India. At Springworks, we invest in the employee experience. Business is not done alone, but by a team. The greatest asset at Springworks are its people and we are on a mission to build the best, most talented and happiest team we can. To be successful in the longer run we cannot do it without a motivated and energized team.We believe in higher education and life-long learning and provide our employees to learn and upgrade their skills and evolve. Competitive Compensation & Benefits and a good Health scheme to take care of their mental, physical and social wellbeing.
    
    Glassdoor rating of 4.8. You got to read it to believe it:
    https://www.glassdoor.co.in/Overview/Working-at-Springworks-EI_IE1013270.11,22.htm">https://www.glassdoor.co.in/Overview/Working-at-Springworks-EI_IE1013270.11,22.htm
    
    We are a remote first Company thus, complete Work From Anywhere policy is applicable.
    
    Perks:
    
    

    1. Paid Internship (Monthly stipend upto INR: 21,000).
    2. Rewards and recognitions (Surprise gift/Voucher for Intern of the month).
    3. Learning & development budget ( Up to INR 21,000/-).
    4. Monthly reimbursement for Internet expenses - Upto INR 1500.
    5. Yearly OTT reimbursement (up to Rs.1500 per annum).
    6. Fitness reimbursement (Up to Rs. 1000 per month).
    7. Health Insurance.
    8. Food Allowance/ Reimbursement - Rs. 500 added to your payroll - no bills to be uploaded.

    
    See what our past interns have to say about their experience -https://www.youtube.com/watch?v=1G3a-fkMAtU"> Interns @Springworks

     

Good understanding of Java Programming language

- Hands-on experience in the full life cycle of Android application development

- Strong knowledge in RESTFUL web services

-Sound Knowledge of Android SDK's- Having a strong knowledge of building UI

- Having an understanding of working with third-party libraries

- Tools : Android Studio, Eclipse

-Good to Have : Knowledge and understanding of Kotlin