Finnobuddy, Client Relationship
Finnovators Services Pvt Ltd
Pune Division, Maharashtra, India2h agovia LinkedIn
About the Role
The Finnobuddy – Client Relationship role is a full-time, on-site position at Finnovators Services Pvt Ltd. The role focuses on direct client engagement, providing information on mutual funds and related financial services, and guiding clients through processes.
Key Responsibilities
- Engage directly with clients.
- Respond to client queries.
- Provide product information on mutual funds and related financial services.
- Guide clients through onboarding and transactional processes.
- Maintain regular communication with clients.
- Ensure high levels of customer satisfaction.
- Document client interactions.
- Escalate complex issues when needed.
- Support client education initiatives.
- Help clients understand investment options.
- Collaborate with internal teams to improve service quality and client retention.
- Conduct consistent follow-up.
- Proactively manage client relationships.
- Adhere to regulatory and organizational service standards.
Requirements & Tech Stack
- Customer Service
- Customer Support
- Building long-term client relationships
- Customer Satisfaction
- Timely resolution of issues
- Proactive client engagement
- Excellent Communication skills (verbal and written)
- Solid Analytical Skills
- Comfort working in an on-site, client-centric environment in the Pune Division.
- Collaborative and ethical approach.
- Basic understanding of mutual funds or willingness to learn.
- Interest in personal finance and investment products.
- Proficiency in standard office and CRM tools.
- Ability to manage multiple client interactions.
- Ability to prioritize tasks.
- Ability to maintain accuracy and confidentiality.
Qualifications
- Relevant education in finance, commerce, business, or a related field is preferred.