About the Role

We are looking for a proactive and detail-oriented Associate to join our Client Success team. You will serve as a primary touchpoint for our high-net-worth (HNI) and premium clients, building long-term relationships, managing query resolutions, and driving client satisfaction on our platform.

Key Responsibilities
- Client Onboarding & Retention: Conduct welcome calls for all new investors and establish robust, trust-based relationships with registered users.
- Regular Engagement: Proactively connect with clients to share portfolio and platform updates, collecting referrals to help expand our investor network.
- Query Resolution: Track, tag, and resolve all client inquiries in the CRM system, looping in Relationship Managers (RMs) for specialized needs.
- Process Tracking: Ensure end-to-end management of client requests with a high degree of speed, compliance, and accuracy.

Requirements
- Experience: 2 to 4 years of hands-on experience in customer service, client relationship management,



or account handling (preferably in the HNI or wealth management segment).
- Education: Bachelor’s degree required; an MBA in Finance is highly preferred.
- Notice Period: Immediate joiners up to 25 days maximum.
- Core Competencies: Strong client-facing skills, CRM literacy, market awareness, and financial analysis capabilities.

Pay: ₹700,000.00 - ₹1,000,000.00 per year

Application Question(s):
- Do you have at least 2 years of experience in customer service or relationship management, specifically handling HNI or premium clients?
- What is your official notice period, and can you join within 25 days?
- What is your current fixed CTC, expected CTC, and hike percentage?
- Have you conducted formal introduction/onboarding calls for new customers and provided regular updates to existing clients in your previous roles?
- Do you have hands-on experience logging, tagging, and tracking query resolutions in a CRM tool?

Work Location: In person

📌 Customer Service (Delhi)
🏢 Tasknera
📍 Delhi