- 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
- Good Communication Skills, Soft Spoken, good with telephonic conversation. - Personal Finance Domain knowledge - Confident, Target Oriented, Enthusiastic - Persuasive, approachable, qualified, organised in work.
📌 Customer Support Executive (Jodhpur)
🏢 Anand Rathi IT
📍 Jodhpur
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