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Client Experience Manager

1 month ago   Financial Services   Chennai   40 views Reference: 34335
Job Details

Extract the report from the portal and update in our portal

create login for new client also send additional purchase link for existing client

do redemptions process

complaints handling and query addressing

do kyc for customers and do documentations

MIS report generation on daily basis and share across the team

take new business from new and existing clients

Role: Customer Success, Service & Operations - Other
Industry Type: Financial Services (Asset Management)
Department: Customer Success, Service & Operations
Employment Type: Full Time, Permanent
Role Category: Customer Success, Service & Operations - Other
Please Contact - kayal no given below
Company Description
A Wealth Management Company, Shree Consultants an Investment Advisory and Wealth Management Company is one of South Indias leading and most successful Distribution Companies of various financial products. Started in 2004, we have been making zesty strides in the financial services, sales and distribution markets. Our team of expert advisors is dedicated to creating personalized plans that meet your unique financial goals. Whether you're planning for retirement, saving for a big purchase, or looking to invest, we have the tools and expertise to make it happen. We believe that managing your wealth should be stress-free and enjoyable, which is why we take care of all the hard work for you. Our team stays up-to-date on the latest financial trends and developments to ensure that your portfolio is always optimized for maximum returns. We understand the importance of digital marketing in today's business landscape. Our company is committed to using digital marketing and technology to better serve our clients. By generating leads online and providing clients with powerful digital tools, we are able to deliver a higher level of service and help our clients achieve their financial goals. For more details, please visit our website URL-