Client success manager

1 day ago


bangalore, India Strata Full time

About the Company:-Strata is a tech-enabled real estate investment platform that pioneered fractional investing in pre-leased, Grade-A commercial properties such as office spaces, warehouses, and industrial assets. With over ₹1,700 crore in assets under management (AUM) and a strong community of 3,500 investors, Strata is India’s leading platform for fractional ownership in commercial real estate. Over the past two years, it has successfully provided investor exits exceeding ₹100 crore.By sourcing high-quality commercial assets and offering them through a seamless online platform, Strata has democratized access to commercial real estate (CRE) investments while bringing transparency and simplicity through its data-driven asset selection process and single-window execution.Strata is charting its next phase of growth with plans to operate under the SM REIT framework, and foraying into high-yield opportunities across private credit and premium residential real estate.About the role:-To contribute to overall client service and operations department efforts in achieving business goalsTo ensure internal straight through processes and procedures are adhered to for smooth transaction of businessTo assist our clients/partners at all levels for all their queries, resolutions and complaintsResponsibilities:-To ensure quick resolution of customer/partner queries within SLA’sDrive process improvement to reduce dependency and reduce complaints from all stakeholdersTo coordinate and liaise across departments for quick resolutions and increase customer delightDeliver extraordinary service on in a structured customer care environment by adopting a Customer First mindsetAddress general and account-specific customer inquiries in a timely mannerProvide clear and concise information and updating customer account information, as neededWorking with Investment Team and other internal teams to resolve investor queries and onboarding Build sustainable and continuous relationships with clients Show initiative and drive when dealing with client requestsDeveloping & strengthening customer relationships with investors. Assisting in repeat salesFollowing up with clients and facilitation of fund raising/drawdown activities Provide regular account statements to clients/channel partners Manage/assist in any day-to-day query regarding existing/new opportunities investment and post investment Requirements:6+ years’ experience with client servicing teams in finance domain (Banks/NBFC/Credit cards/Fintech/Real Estate)Strong written and verbal communicationA passion for building customer loyalty through exceptional listening and resourcefulness Integrity to manage sensitive investor information Strong knowledge on PPT  and ExcelShould be a team playerAble to work under pressure Strong interpersonal skills


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