Job Summary The objective of the role is to Outbound Calling of existing Tata Capital Wealth customers in order to provide enhanced customer service, resolution of queries and awareness calls.
Key Responsibilities
- Establishing relationship with registered users
- Understanding clients requirement, involve RM if needed
- Resolving any of the client queries
- Connecting with clients to give regular updates
- Getting more referrals from the existing users for onboarding new investors on the platform
- Introduction calls for all current customers
- Tracking of query resolutions
- Tagging of all queries raised in CRM
Must Have Skills
- Connecting with clients to give regular updates.
- Introduction calls for all new customers
Good to Have Skills
- Minimum Degree: MBA in Finance
- Minimum Experience 2-4 years in customer service (preferably in HNI/premium segment)