Job Description

Designation: Executive/Sr. Executive/Asst. Manager/Manager

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Roles and Responsibility:

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Engage IFAs on regular basis over the phone to assist them on the query they raised.
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Coordinate with internal team members to resolve IFAs queries.
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Increase usage of platform by engaging IFAs on frequent basis.
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Update IFAs on current features / recent changes in the program.
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Engage IFAs regularly over the phone.
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Ensure high level quality service.
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Ensure IFA renew services within specific time.
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KPIs:

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Platform Usage / Query Handling / Renewals
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Requisite Experience:

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Ideally 1 to 2 years of work experience as Relationship Manager
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Qualifications Required

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B.Com
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BMS/MBA Finance
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Personal Traits:

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Positive Communication Skills, Soft Spoken, valuable with telephonic conversation.
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Personal Finance Domain knowledge
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Confident, Target Oriented, Enthusiastic
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Persuasive, approachable, professional, organised in work.
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📌 Customer Support Executive Jodhpur (India)
🏢 Anand Rathi It
📍 India