Manager - Wealth Management - Customer Service - Solve for customer financial need states with the help of Scripbox product. - Engage with the customers regularly and conduct their portfolio reviews. - Understand the customer's goals, aims and aspirations and ensure his investment strategy is aligned with it. - Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. - Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections. - Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans - Partner customers with financial planning and help them chalk out changes required during different life stages. - Deep understanding of the financial products - mutual funds, bonds, corporate fixed deposits, life and non-life insurance, PMS & other wealth services. - Handhold customers throughout their investment journey. Manage the customer's emotions across different market cycles and help them avoid behavioral mistakes. - Be an ally to customers and help them with all their financial needs/requirements - Achieve a higher share of wallet from the customers driven solely by happy customer experiences and by the principle of "Doing right by the customer". - Collaborate with cross-functional teams to ensure "Voice of the Customer" is recognized and changes are made internally to accommodate them. Salary: Upto 10 LPA Founded in 2012, Scripbox is a full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. We partner with our customers & help them navigate their investment journey with the sole objective of helping them attain their financial goals.

Bangalore

Manager - Customer Service - Digital Wealth Management Firm 

Manager - Customer Service - Digital Wealth Management Firm  ,Job Description for Manager - Customer Service - Digital Wealth Management Firm  in Talent Art Partners in  Bangalore for (4-8) years of experience. Apply Now!

Job Description for Manager - Customer Service - Digital Wealth Management Firm  in Talent Art Partners in  Bangalore for (4-8) years of experience. Apply Now!