Client success manager

2 days ago

Bengaluru, Karnataka, India Strata Full time ₹ 6,00,000 - ₹ 18,00,000 per year

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 goals
  • To ensure internal straight through processes and procedures are adhered to for smooth transaction of business
  • To assist our clients/partners at all levels for all their queries, resolutions and complaints

Responsibilities:-

  • To ensure quick resolution of customer/partner queries within SLA's
  • Drive process improvement to reduce dependency and reduce complaints from all stakeholders
  • To coordinate and liaise across departments for quick resolutions and increase customer delight
  • Deliver extraordinary service on in a structured customer care environment by adopting a Customer First mindset
  • Address general and account-specific customer inquiries in a timely manner
  • Provide clear and concise information and updating customer account information, as needed
  • Working 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 requests
  • Developing & strengthening customer relationships with investors. Assisting in repeat sales
  • Following 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 communication
  • A passion for building customer loyalty through exceptional listening and resourcefulness
  • Integrity to manage sensitive investor information
  • Strong knowledge on PPT  and Excel
  • Should be a team player
  • Able to work under pressure
  • Strong interpersonal skills

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