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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 bird’s eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of the client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements
• 8+ years of experience in the Wealth Management space
• Must have completed an MBA from a premier business school.
• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.
• English is mandatory and command of the local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills
Responsibilities
- To Attend the inbound calls of HNI customers in both Retail Liabilities & Credit Cards and process the queries.
- To identify and convert the opportunities for cross-selling (banking products).
- Responsible for quality communication and customer servicing within laid down productivity and service benchmarks.
- Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues.
- Complete the logs specified by the process (End-of-day target).
- Adherence to Information Security norms & quality process norms.
- To be aware of and comply with any updates about the process.
- Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.
Requirements
- Graduate
- Preferably 1-2 years with 6 months which should be in a customer service role - Understanding of call centre industry an advantage.
- Excellent communication skills – Verbal & Written.
- Flexible to work 24/7 (For Females: 7 AM till 8 PM) including Sundays/holidays
- Flexible to get scattered 8 Week Offs in a month with 9 hours shift
- Good listening skills and strong communication abilities.
- Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity
- Team Player, collaborative Self-motivated person with the ability to act as a role model within the organization.
- Should be able to establish rapport quickly with peers, managers & customers.
About Us
We are an AI-Powered CX Cloud that enables enterprises to transform customer experience and boost revenue with our APIs by automating and analysing customer interactions at scale. We assist across multiple voice and non-voice channels in 30+ languages whilst coaching and training agents with minimal costs.
Problem we are solving
In comparison to worldwide norms, customer support in traditional contact centers is quite appalling, due to high number of queries, insufficient capacity of agents and inane customer support systems, businesses struggle with a multi-fold rise in customer discontent and bounce rate, resulting in connectivity failure points between them and customers. To address this issue, IITian couple Manish and Rashi Gupta founded Rezo's AI-Powered CX Cloud for Enterprises 2018 to help businesses avoid customer churn and boost revenue without incurring financial costs by providing 24x7 real-time responses to customer inquiries with minimal human interaction.
Responsibilities:
- Serve as the lead point of contact for all customer account management matters
- Build and maintain strong, long-lasting client relationships
- Negotiate contracts and close agreements to maximize profits
- Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives
- Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
- Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
- Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
- Prepare reports on account status
- Collaborate with sales team to identify and grow opportunities within territory
- Assist with challenging client requests or issue escalations as needed
Requirements and skills
- Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role
- Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
- Solid experience with CRM software and MS Office (particularly MS Excel)
- Experience delivering client-focused solutions to customer needs
- Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
- Excellent listening, negotiation and presentation abilities
- Strong verbal and written communication skills
- BA/BS degree in Business Administration, Sales or relevant field
Life at Rezo.AI
- We take transparency very seriously. Along with a full view of team goals, get a top-level view across the board with our regular town hall meetings.
- A highly inclusive work culture that promotes a relaxed, creative, and productive environment.
- Practice autonomy, open communication, growth opportunities, while maintaining a perfect work-life balance.
- Go on company-sponsored offsites, and blow off steam with your work buddies.
Perks & Benefits
Learning is a way of life. Unlock your full potential backed with cutting-edge tools and mentor-ship
Get the best in class medical insurance, programs for taking care of your mental health, and a Contemporary Leave Policy (beyond sick leaves)
Why Us?
We are a fast-paced start-up with some of the best talents from diverse backgrounds. Working together to solve customer services problems. We believe a diverse workforce is a powerful multiplier of innovation and growth, which is key to providing our clients with the best possible service and our employees with the best possible career. Diversity makes us smarter, more competitive, and more innovative.
Explore more here
http://www.rezo.ai/" target="_blank">www.rezo.ai
Roles & Responsibilities:-
• Managing the entire recruitment cycle/process of end to end to enable the selection of quality talent for open positions.
• Manage enterprise accounts for monthly business
• Manage vendors, recruiters, and internal stakeholders to hit the numbers
• Ensure all the recruitment in accordance with recruitment policy.
• Involved in end-to-end selection procedure
• Preliminary screening of the candidates.
• Negotiation with the selected candidates on the Salary.
Candidate need to have:-
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