Customer Relationship Executive

5 days ago

Borivali East Mumbai Maharashtra, India FUTUREWISE TECHNOLOGIES Full time

**RELATIONSHIP MANAGER - JOB DESCRIPTION**
- **ABOUT THE COMPANY**_

IFANOW is a fast-growing Fin-tech company making its mark in the wealth management industry. We believe for far too long, investors and advisors have had to struggle with navigating through the complexities, procedures, and worries that personal finance brings with it. This is where we come in with the vision to turn finance into something it’s never been before. Fulfilling, Rewarding, and even enjoyable. With our best-in-class practice management platform, we are revolutionizing Financial Advisory with a razor-sharp focus on enhancing investor engagement. Together with state-of-the-art technology and Financial experts, we are on our way to making worry-free finance a reality.
- **EXPERIENCE**:_ 1-2 Years
- **JOB OVERVIEW**:_As a Relationship Manager at IFANOW, you will be the key liaison between our organization and our valued clients. Your primary role is to ensure that clients receive prompt and effective support while fostering strong, long-term relationships.
- **ROLES AND RESPONSIBILITIES**_
- **Client Management & Support**:

- Serve as the primary point of contact for a designated set of clients.
- Maintain comprehensive records of client interactions and support tickets.
- **Ticket Management & Coordination**:

- Assess client issues and determine appropriate actions.
- Assign support tickets to the relevant internal teams based on the nature of the query.
- Monitor ticket progress and follow up to ensure timely resolution and client satisfaction.
- Escalate issues to senior management or technical teams when necessary.
- **Customer Relationship Building**:

- Develop and nurture strong relationships with clients by understanding their business needs and providing tailored support.
- Actively engage with clients to gather feedback and identify opportunities for service improvements.
- Provide insights to internal teams regarding recurring client issues and potential areas for process optimization.
- Organize regular check-ins and follow-up calls to ensure clients feel valued and supported.
- **KEY SKILLS & QUALIFICATION**_
- Graduate/Post Graduate in Commerce/Finance/Banking Domain
- Good written and verbal communication skills
- Good team player
- Excellent interpersonal skills
- Good analytical skills
- Working knowledge of Mutual Funds would be highly preferred
- Working knowledge of advanced Microsoft Excel would be preferred
- Self-organized and quick problem-solver
- Good listener and empathetic
- **Why work with IFANOW**:_

Working at IFANOW will not be like any other job that you've had before. Cast off the idea of a monotonous 9-6 lifestyle and that feeling that you are a disposable employee.

If you like challenging work then working at IFANOW will hardly feel like work at all. The environment here is highly collaborative and casual. You will work at your own pace but you will soon learn how quick your pace must be

At IFANOW, it's important for each team member to be a good cultural fit. We are looking for team members with the whole package: personality and skills. Success depends on much more than just good grades so we are looking for team members who can take us by storm

Pay: ₹18,000.00 - ₹30,000.00 per month

**Benefits**:

- Commuter assistance
- Health insurance
- Provident Fund

Schedule:

- Day shift

**Language**:

- English (preferred)

**Location**:

- Borivali East, Mumbai, Maharashtra (preferred)

Work Location: In person

**Speak with the employer**
+91 8976944572

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