Engage IFAs on regular basis over the phone to assist them on the query they raised.
Coordinate with internal team members to resolve IFAs queries.
Increase usage of platform by engaging IFAs on frequent basis.
Update IFAs on recent features / recent changes in the program.
Engage IFAs regularly over the phone.
Ensure high level quality service.
Ensure IFA renew services within specific time.
KPIs:
Platform Usage / Query Handling / Renewals
Requisite Experience:
Ideally 1 to 2 years of work experience as Relationship Manager
Qualifications Required
B.Com
BMS/MBA Finance
Personal Traits:
Good Communication Skills, Soft Spoken, good with telephonic conversation.
Personal Finance Domain knowledge
Confident, Target Oriented, Enthusiastic
Persuasive, approachable, professional, organised in work.
📌 Customer Support Executive (Jodhpur)
🏢 Anand Rathi IT
📍 Jodhpur
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