Develop and implement engagement strategies and loyalty programs targeted at mutual fund distributors, family offices, and wealth counters. This a national role Collaborate with the sales team (PAN India, NDs and Wealth counters) to identify key objectives and align engagement initiatives with business goals. Generate innovative engagement ideas to drive customer loyalty and improve business performance. Coordinate and execute engagement activities, events, and campaigns in collaboration with internal and external stakeholders. Collaborate with the technology and analytics team to build a measurement dashboard for tracking the business impact and effectiveness of engagement programs. Analyze data and generate reports on a regular basis to evaluate the success and impact of engagement initiatives. Present findings and recommendations to various stakeholders, including senior management, sales teams, and clients. Stay updated on industry trends and best practices in engagement and loyalty programs to drive continuous improvement. Establish strong relationships with mutual fund distributors, family offices, and wealth counters to enhance engagement and loyalty.
Mutual Fund, Business Goals, Analyze Data, Generate Reports,
Other
Experience Not Provided
Mumbai, Maharashtra, India
Role Summary: As as Customer Service Executive with Raise, you understand that it is your responsibility to drive customer satisfaction. You should be have a proven track record of helping customer for a financial service brand – over a voice support, could be inbound or outbound, but no sales. You will work very closely with internal stake holders, your team members in customer support team, management and most importantly our customers. You will display empathy with customers in all conversations, ensure you hear them well, and share with them the appropriate resolution (to the point) and if not now, get back to them at the earliest. We are building Raise to deliver awesome customer experience – and your role is critical for us to deliver that promise. Responsibilities: Handling and resolving customer queries is your primary responsibility at the same time you will adhere to the quality standards for customer service and try to raise the bar in every interaction Take customer feedback across various touch points, though your primary responsibility is the voice support – you will also be part or other channels like Email, Chat, etc from time to time. Meeting standards of average call handling time, but also know customer satisfaction is more important. Handle customer complaints, provide appropriate solutions & alternatives within the scope Update records of customer interactions, and actions taken as disposition Work with all internal stake holders – your team, managers, product, growth and management team Take that extra mile to ensure customer satisfaction Build sustainable relationships and trust with customers, through open and interactive communication. Requirements: Education – Graduation / Post Graduation in relevant stream Excellent at communication, spoken English and ability to form conversations 0-3 years of experience in the Customer Support industry, preferably at a Financial Services brand and not at a call center. Though this is optional for great candidates. Strong verbal and written communication skills. Not good, but great at spoken English. Our People & Culture People and culture are the most important aspects of our business. We are looking for team members just like us, in simple words - good people to work with and demonstrate following personality traits: ● Be super obsessed about ensuring customer satisfaction. (We are here because of our customers, and will be here only if we serve our customers) ● Respect your work, your team, your co-workers and our customers. (The only way to get respect is to give it first) ● Speed is all that matters. Ship right and ship faster. (You either help the team move ahead fast, or you slow it down. We prefer the first.) ● Humility & politeness over arrogance & over-confidence (If you are the smartest one in the room, bring up others to speed. We are here to serve our customers, not to prove a point.) ● Quality over quantity. (It is fine if you pick up a few things to do, but do them exceedingly well.) ● Make your hands dirty irrespective of who you are. (Our CEO & COO respond to customers everyday. Our CTO codes everyday. This is us.) ● Talent and Competency over Credentials ● Entrepreneurial, ownership driven and disciplined. (We trust you to help us gain and retain the trust of our customers and our stakeholders) ● Less words, more action. (Believe in something? show it by doing things. Not just by talking about it) ● Flat hierarchy with open culture & conversations. (You are among all of us, and we all are with you) ● Passionate about the business you are a part of. (Do it because you are passionate about it, not because it’s your job.) ● Raise is an equal opportunity employer. (We celebrate diversity and inclusion.) Please Note :- 1. Address:- 305, Raise Financial Services, Western Edge - I, Near Western Express Highway, Borivali East, Mumbai – 400066. Landmark: Metro & Cash building 2. Rotational Shifts (as per business requirement) :- 8:00 AM to 5:00 PM (Work from office) 9:00 AM to 6:00 PM (Work from office) 1:00 PM to 11:00 PM (Work from home / optional) 3:00 PM to 12:00 AM (Work from home) 3. Working days for both the roles: 6 days working with 1 weekly off
Customer Feedback, Customer Interactions, Customer Experience, Financial Services,
Customer Service
Experience Not Provided
Mumbai, Maharashtra, India
Department: Customer Support Location: Mumbai Role Summary Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching Investment & Trading platform – Dhan (www.dhan.co) As a Customer Service Managers would be responsible for overseeing teams of Customer Service Representatives. Their primary duties include answering questions from clients and resolving problems, setting goals to meet the needs of each team member as well as monitoring the progress of customer cases. You will work very closely with internal stakeholders, your team members in customer support team, management and most importantly our customers. You will display empathy with customers in all conversations, ensure you hear them well, and share with them the appropriate resolution (to the point) and if not now, get back to them at the earliest. We are building Raise to deliver an awesome customer experience – and your role is critical for us to deliver that promise. Expected Responsibilities: Supervising customer support team and handling daily customer queries and disputes. Manage and train the team with a focus on improving customer support and aim for their overall professional development. Set a clear mission and deploy strategies focused towards Customer Centricity mission Ensuring effective and timely action to provide a superior customer experience. Improve customer satisfaction across channels and set customer satisfaction goals, work with the team to meet them on a consistent basis. Evaluate and implement appropriate digital technologies to enhance the overall customer experience. Manage escalation management and end to end coordination with multiple stakeholders. Initiate metrics and systems to measure the growth and performance of the team Scale the team by capitalizing on opportunities for increased effectiveness, driving productivity programs Develop and continuously improve on processes to drive customer delight. Expected Skills: Graduation from relevant field is mandatory. 7 to 9 years of experience preferably from Broking industry. Strong verbal, written communication skills and analytical skills. High on professional discipline and process orientation. Ability to effectively influence and communicate cross-functionally. High on problem solving and be solution-oriented at all times. Drive the team for Customer centric approach. Our People & Culture People and culture are the most important aspects of our business. We are looking for team members just like us, in simple words - good people to work with and demonstrate following personality traits: ● Be super obsessed about ensuring customer satisfaction. (We are here because of our customers, and will be here only if we serve our customers) ● Respect your work, your team, your co-workers and our customers. (The only way to get respect is to give it first) ● Speed is all that matters. Ship right and ship faster. (You either help the team move ahead fast, or you slow it down. We prefer the first.) ● Humility & politeness over arrogance & over-confidence (If you are the smartest one in the room, bring up others to speed. We are here to serve our customers, not to prove a point.) ● Quality over quantity. (It is fine if you pick up a few things to do, but do them exceedingly well.) ● Make your hands dirty irrespective of who you are. (Our CEO & COO respond to customers everyday. Our CTO codes everyday. This is us.) ● Talent and Competency over Credentials ● Entrepreneurial, ownership driven and disciplined. (We trust you to help us gain and retain the trust of our customers and our stakeholders) ● Less words, more action. (Believe in something? show it by doing things. Not just by talking about it) ● Flat hierarchy with open culture & conversations. (You are among all of us, and we all are with you) ● Passionate about the business you are a part of. (Do it because you are passionate about it, not because it’s your job.) ● Raise is an equal opportunity employer. (We celebrate diversity and inclusion.) Please Note :- 1. Address:- 305, Raise Financial Services, Western Edge - I, Near Western Express Highway, Borivali East, Mumbai – 400066. Landmark: Metro & Cash building 2. Rotational Shifts (as per business requirement) :- 8:00 AM to 5:00 PM (Work from office) 9:00 AM to 6:00 PM (Work from office) 1:00 PM to 11:00 PM (Work from home / optional) 3:00 PM to 12:00 AM (Work from home) 3. Working days for both the roles: 6 days working with 1 weekly off
Customer Experience, Customer Centricity, Professional Development, Process Orientation, Monitoring The Progress, Escalation Management
Other
Experience Not Provided
Mumbai
Entity Centrum Wealth External Title Equity Advisor Educational Qualification MBA/CA/CFA Job location Centrum House, Mumbai (Kalina) Key Responsibility Areas (indicative) Manage portfolios of UHNI/Corporate clients on Equity Advisory /NDPMS Platform Conduct fundamental research on companies covered & use those in client portfolios as per their profile Support the desk & RMs in the acquisition & management of new direct equity assets Quality Advice on client portfolios under management and restructuring for existing & new ones Regular reviews & realignment in line with the desk thought process Process improvement & innovation for the desk Pre Requisites Passionate about equity markets, long term orientation & understanding of fundamental research, prior experience of research/advisory/fund management/equity counselling, team player to the core
Manage Portfolios, Fund Management, equity advisory, stock selection, Client meetings,
Financial Advisory
Expert (10+ Years)
Mumbai
Looking for avp - for New Age Tech/New Economy group. reporting to Sam Kamath. 2 open positions - 1 for Mumbai & 1 for Bangalore.
M&A, Private Equity, Fund Raising
Investment Banking
Experience Not Provided
Mumbai, Maharashtra, India,Bangalore, Karnataka, India
ISEC is looking for a Traditional Investment Banking Tech Banker working closely with Gautam Benjamin - he is the Tech Coverage Banker. We are looking at someone at an AVP/VP level who would be focusing on Origination & Execution both. Mumbai-based role.
End-to-End Fund Raise, Investment Advisory,
Startup Advisory Services
Experience Not Provided
Mumbai
Looking for a Senior Seasoned Coverage Banker for Advisory business, working closely with Ramnish - President, IB. Open for any sector exp. Should bring in strong Origination Skills.
End-to-End Fund Raise, Investment Advisory,
Startup Advisory Services
Experience Not Provided
Mumbai, Maharashtra, India
· Meet the critical distributors on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors. · Effective Tracking of all the queries and ensure thorough NIGO checks · Effective use of data, MIS by adding value by creating talking points during all scheduled interactions with the distributors. · Answers queries including but not limited to processing of transactions, processes, regulatory & compliance guidelines from distributors, financial advisors and other interested parties either from an incoming call or an outgoing returned call. · Keeps abreast of current market conditions, fund and company policies, investment and tax law changes, compliance requirements, and all other procedural information in a constantly changing environment. · Adheres to all legal requirements (compliance rules) while servicing distributors. · Maintain effective channels of communication with all CAMS/KARVY POS for effective delivery of services to our distributors. · Share monthly statistics with distributors on error trends at their level (Monthly Distributor Service Level Report) · Preparation of monthly MIS to error trends and measure improvement · Be flexible for switching job profile within the team. · Should be a good team player. · Build a good rapport with the stakeholders. · Need to take care of operational activities of the branch.
MIS, Company Policies, Compliance Requirements, POS, Operational Activities, Customer Service
Customer Support
Junior (3-6 years)
Mumbai, Maharashtra, India
regularly meeting with investment analysts and company managers to discuss financial matters researching companies gathering information reading financial briefings (often written by investment analysts) making informed financial recommendations and decisions keeping knowledge up-to-date about the UK economy, current financial news and financial markets assessing and interpreting complicated financial information liaising with clients.
Financial Markets, Fund Management, equity markets, long term equity,
Financial Advisory
Experience Not Provided
Mumbai, Maharashtra, India
• Collaborate with marketing & commercial leadership team to drive performance of key brands by orienting the team around marketing strategy, operational & communication plan. • Create insight led culture: Encourage and facilitate marketers to drive insight led approach to brand building and brand health tracking • Drive brand planning process & work closely with brand team to build robust brand plan for priority brands. • Build capability of marketers with focus on building marketing competencies. • Facilitate best practice sharing within the company, across industry and also outside pharma by subject matter experts to inspire and enhance capabilities of marketers. • Proactively stay abreast of industry best practices to bring innovation and external perspective for marketers. • Drive launch excellence for strategic new product launches • Stakeholder collaboration: Work closely with stakeholders including senior leadership to raise capabilities of marketers & build successful brands. • Drive thought leadership by influencing stakeholders across all levels. • Create idea factory to encourage new customer engagement avenues in compliance with regulatory requirement • Initiate multichannel engagement pilots and drive agility in new marketing practices • Creative agency management/optimization to drive synergies & cost saving.
Brand Plan, Marketing Strategy, Communication Plan, Brand Building, New Product Launches, Stakeholder Collaboration
Marketing Strategy
Experience Not Provided
Mumbai, Maharashtra, India