Jayanagar Bengaluru Karnataka Associate product manager Jobs – 149 Open Jobs Today

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Senior Executive – Customer Advocacy

PeakAlpha Investment Services Pvt. Ltd.
Bengaluru, Karnataka

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Job details

Qualifications

Microsoft Excel
Customer service
Bachelor's degree
Communication skills

Full job description

Senior Executive – Customer Advocacy

About Us – PeakAlpha is an award winning, SEBI-registered, wealth management company, driven by one credo: to respect and manage others’ money as we would our own. Seventeen years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees, and associates.

People are at the center of what we do because money ultimately must work for people and help them realize their goals.

With state-of-the-art proprietary models and a team of qualified professionals, PeakAlpha crafts financial plans for all categories of customers – from high-net-worth individuals to those starting on their professional journeys, families, and individuals.

PeakAlpha has always been guided by adherence to ethical business practices, managed and motivated our team to be customer-oriented team players and employ best possible financial planning processes and tools to transform lives.

Job Location – Bangalore (Hybrid)

Reporting to – Senior Manager – Customer Advocacy

Key Responsibilities –

Responsible for customer satisfaction and ensuring their experience with the organization is delightful
Schedule client reviews and follow up for closure
Work with Wealth Advisors for client engagement and report closures
Connecting regularly with new & existing clients (as per the data/lead provided)
Understanding the company’s products & services and able to effectively communicate the same to the customers
Improving customer service experience, create engaged customers and facilitate organic growth
Database management
Ability to develop/maintain positive working relationship with client and colleagues
Maintain an orderly workflow according to priorities

Qualifications –

Graduate any discipline
Minimum 1 year of relevant experience

Required Skills–

Excellent communication, interpersonal and listening skills
Proficient in MS Excel
High attention to detail and proven ability to manage multiple, competing priorities simultaneously
Proven customer service experience
Exhibit a deep sense of responsibility and ownership and operate independently, flexibly and proactively
Ability to engage with people and build deep and high-quality relationships

Benefits –

Growth and learning opportunities, working with the best financial advisors in the industry
A culture high on ethics and people focus, with opportunities for growth and development
Competitive remuneration

**Please send your resumes to [email protected] and be part of an organization that is on
a high growth trajectory! **

***We are an Equal opportunity employer***

Apply Now

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associate product manager jobs in jayanagar bengaluru karnataka

Senior Executive – Customer Advocacy

Associate Site Merchandiser, Wireless

Analyst - BI, Reporting and Data Visualization 5B

Apprentice- Product Management

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