- Job Title - Team Leader Customer Success (Domestic - Voice & Non-Voice Process)Reporting To - Head of Customer SuccessJob RoleThe Customer Success Team Leader will lead a team of agents responsible for assistingcustomers via calls & emails through a Customer Relationship Management (CRM) system.A Team Leader's primary duties are to train, instruct, and mentor Customer Success agentsto develop robust departmental systems, policies, and procedures, sustaininJob Title - Team Leader Customer Success (Domestic - Voice & Non-Voice Process)Reporting To - Head of Customer SuccessJob RoleThe Customer Success Team Leader will lead a team of agents responsible for assistingcustomers via calls & emails through a Customer Relationship Management (CRM) system.A Team Leader's primary duties are to train, instruct, and mentor Customer Success agentsto develop robust departmental systems, policies, and procedures, sustainin
- Job Description: Customer Acquisition Minimum of 1 Cr - 5 Cr and above invest-able surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long-term sales strategies for the WM business- in line with the overall strategic goals of the organization To estaJob Description: Customer Acquisition Minimum of 1 Cr - 5 Cr and above invest-able surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long-term sales strategies for the WM business- in line with the overall strategic goals of the organization To esta
