Job Details

- Job Location: Bangalore (Hybrid)
- Reporting to: Senior Manager Customer Advocacy

Key Responsibilities

- Responsible for customer satisfaction and ensuring their experience with the organization is delightful

- Schedule client reviews and follow up for closure

- Work with Wealth Advisors for client engagement and report closures

- Connecting regularly with current existing clients (as per the data/lead provided)

- Understanding the companys products services and able to effectively communicate the same to the customers

- Improving customer service experience, create engaged customers and facilitate organic growth

- Database management
- Ability to develop/maintain positive working relationship with client and colleagues

- Maintain an orderly workflow according to priorities

Qualifications

- Graduate any discipline
- Minimum 1 year of relevant experience





Required Skills

- Excellent communication, interpersonal and listening skills

- Proficient in MS Excel
- High attention to detail and proven ability to manage multiple, competing priorities simultaneously

- Proven customer service experience
- Exhibit a deep sense of responsibility and ownership and operate independently, flexibly and proactively

- Ability to engage with people and build deep and high-quality relationships

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Senior Executive - Customer Advocacy (Bengaluru)
🏢 PeakAlpha
📍 Bengaluru