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Client services

3 months ago

Mumbai Metropolitan Region, India Dezerv Full time

Client Services - Dezerv


About Us

We, at Dezerv are building India's most trusted house of investment solutions for affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marque firms like Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 6000 Cr+ of their assets and we are growing rapidly.


About the role

Client services team members will help craft the company's customer success strategies, build strong customer relationships, and consistently deliver excellent customer experience. An ideal member partner should possess top-notch verbal and written communication skills.


What you will work on

● Overseeing the entire customer lifecycle, from onboarding to enabling business success for customers.

● Driving retention and growth among our customers by understanding their business needs and helping them succeed.

● Managing telephonic/email/chat communication with customers.

● Collaborating with the rest of the team on new member-centric initiatives

● Strive to achieve high member satisfaction by going above and beyond.

● Ensuring our customers are updated with the latest product features and versions, and how these changes can benefit them.


What we expect:

● 1-5 years of professional work experience in a customer-facing position.

● Excellent written and verbal communication skills and strong command of the English language.

● Knowledge of financial products and markets would be an added advantage.

● Proactiveness and ability to take ownership of tasks and projects.

● Experience in building and maintaining relationships, while working to mitigate churn and drive engagement and renewals.

● Ability to use CRM tools and systems, exposure to dealing with data privacy (nice-to-have).

● Excellent organization, prioritization, and multi-tasking skills with strong attention to detail