Customer Success Associate

1 week ago


Prabhadevi Mumbai Maharashtra, India SAMCO SECURITIES Full time

Regularly engage with clients to review their accounts, assess their satisfaction levels and address any concerns or inquiries promptly.
- Responsible for client activation based on clients assigned on timely basis
- Ensure end to end follow-up from giving demo of platform to assisting client to trade
- Understand clients' financial goals, needs and preferences to provide personalized recommendations (based on research team’s input) and solutions.
- Stay updated on the latest market trends, economic news, and regulatory changes affecting the stock market & Conduct thorough research and analysis to identify investment opportunities and formulate investment strategies
- Upsell and cross-sell Samco's products and services to existing clients based on their investment needs & educate clients about various financial products and services offered by Samco Securities
- Maintain accurate and up-to-date client records, transactions, and communications in the CRM system & assist clients with the account opening process, document verification and other related activities

**Job Types**: Full-time, Fresher

Pay: ₹18,000.00 - ₹21,500.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Work Location: In person



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