01Overview
About the Role
We are looking for a proactive and detail-oriented Associate to join our Client Success team. You will serve as a primary touchpoint for our high-net-worth (HNI) and premium clients, building long-term relationships, managing query resolutions, and driving client satisfaction on our platform.
Key Responsibilities
Client Onboarding & Retention: Conduct welcome calls for all new investors and establish solid, trust-based relationships with registered users.
Regular Engagement: Proactively connect with clients to share portfolio and platform updates, collecting referrals to help expand our investor network.
Query Resolution: Track, tag, and resolve all client inquiries in the CRM system, looping in Relationship Managers (RMs) for specialized needs.
Process Tracking: Ensure end-to-end management of client requests with a high degree of speed, compliance, and accuracy.
Requirements
Experience: 2 to 4 years of hands-on experience in customer service, client relationship management, or account handling (preferably in the HNI or wealth management segment).
Education: Bachelors degree required; an MBA in Finance is highly preferred.
Notice Period: Immediate joiners up to 25 days maximum.
Core Competencies: Robust client-facing skills, CRM literacy, market awareness, and financial analysis capabilities.
Compensation: 700,000.00 - 1,000,000.00 per year
Application Question(s):
Do you have at least 2 years of experience in customer service or relationship management, specifically handling HNI or premium clients
What is your official notice period, and can you join within 25 days
What is your current fixed CTC, expected CTC, and hike percentage
Have you conducted formal introduction/onboarding calls for current customers and provided regular updates to existing clients in your previous roles
Do you have hands-on experience logging, tagging, and tracking query resolutions in a CRM tool
Work Location: In person .
