Tele Relationship Manager

Posted 16 hours ago

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At Scripbox, we're passionate about helping Indians manage their money and build wealth. Since 2012, our mission has been to simplify investing, making it accessible and stress-free for everyone. We believe that with the right guidance, anyone can achieve their financial goals.

Our platform provides a seamless, app-based experience for customers to invest in a curated selection of mutual funds, tailored to their financial goals. We serve over 1.5 million customers who trust us with their financial journey.

Job Description

About the Role

We're looking for an enthusiastic and empathetic Relationship Manager to join our customer success team. You&aposll be the human connection for our self-serve customers who need a little extra help with their more significant financial decisions.

This role isn&apost about sales; it&aposs about providing expert advice and guidance to empower customers on their financial journey. You&aposll primarily handle inbound requests from customers who are already using the Scripbox app for their daily investments but need help with more complex transactions or want advice on how to manage a large sum of money.

What You&aposll Do

• Be the go-to expert for complex transactions : Respond to inbound queries from customers, guiding them through high-value or complicated transactions within the Scripbox app.
• Advise on major investments : Help customers who have received a sudden influx of cash (e.g., bonus, inheritance) by providing expert guidance on how to invest a large lumpsum of money.
• Strategize investment plans : For customers making large investments, help them build a tailored plan. For example, you might advise them on using a Debt fund with a Systematic Transfer Plan (STP) into Equity funds to take advantage of rupee cost averaging.
• Educate and empower : While assisting customers, you&aposll educate them on financial best practices, helping them understand the "why" behind their investment decisions.
• Collaborate and improve : Work with our product and engineering teams to provide customer feedback and identify opportunities to improve the app experience and reduce the need for manual assistance.

What We&aposre Looking For

Requirements

What You Can Expect from Us

Does this sound like the perfect fit for you We&aposd love to hear from you.

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Job Summary

https : / / www.hiringbull.com Website

Bangalore Location

Full Time Permanent Job type

2+ years Experience

2 Openings

Contact

Phone : +91 - 9632840710

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Skills Required

Mutual Funds, investment strategies, asset allocation