Remote Client Success Manager
upGrad RekrutRepublic Of India, IN4 days ago
Job type
- Remote
Job descriptionGraduate in any discipline (Postgraduate preferred). 2–5 years of experience in banking, wealth management, or financial services. Excellent communication, client engagement, and interpersonal skills. Strong ability to cross-sell and retain clients through digital and virtual platforms. Good understanding of banking, NR services, and wealth management products. Customer-centric with a focus on financial advisory and service excellence. High level of integrity and adherence to compliance standards.
Key Responsibilities :
- Strengthen and grow relationships with existing First Wealth customers.
- Acquire new Non-Resident (NR) accounts and generate qualified referrals.
- Drive remittance business across managed and sourced portfolios.
- Conduct virtual client meetings and deliver superior customer service.
- Promote usage of mobile banking, Optimus App, and digital banking platforms.
- Cross-sell pre-approved banking products such as credit cards, loans, insurance, and investments.
- Profile customers and recommend suitable financial solutions based on their goals.
- Ensure smooth onboarding for digital platforms, bill payments, SIPs, insurance, and investment products.
- Achieve monthly sales targets and performance benchmarks.
- Coordinate with internal stakeholders for closures of retail asset and trade transactions.
- Resolve customer queries efficiently to maintain high satisfaction (NPS).
- Adhere strictly to bank policies and compliance guidelines.
Desired Candidate Profile :
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Manager • Republic Of India, IN
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