09 Sep
|
Anand Rathi It
|
Jodhpur
09 Sep
Anand Rathi It
Jodhpur
Designation: Executive/Sr. Executive/Asst.
Manager/Manager Roles and Responsibility:
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 new 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:
Positive Communication Skills, Soft Spoken, valuable with telephonic conversation.
Personal Finance Domain knowledge
Confident, Target Oriented, Enthusiastic
Persuasive, approachable, skilled, organised in work.
📌 Customer Support Executive Jodhpur
🏢 Anand Rathi It
📍 Jodhpur