Role - Virtual Relationship Manager

Location - Vittal Square, No 1249, 24th- main, HSR Sector 2, 560102, Bengaluru,

About Upwardly (http://www.upwardly.in):

Upwardly is the largest and fastest growing Wealth tech advisory & investment platform in India and presently provides a solution to help customers invest. It helps consumers on setting-up Goal Based Investing and investment portfolios in Mutual Funds. A large part of its success has been due to the simplification of the solution for the end-customer.

Upwardly aims to be the bridge between the savings and aspirations for young Indians. Majority of the population shy away from "Investing" only because they do not understand it! Also, a lot of consumers end up planning for short-term goals like vacations, buying a car, or buying a home. Upwardly was started to help bridge this gap, simplifying investments for the consumers and making these goals achievable.

The core belief is that financial products have been made more complex than they are and Upwardly is trying to take out the complexity from investing and creating wealth for the long term which is it's USP.

- We are currently seeking a high calibre professional to join our team as- Virtual Relationship Manager.

What will I be doing as a Virtual Relationship Manager?

Principal Responsibilities

- Building effective relationships with clients to retain and develop sustainable relationships

- Identify customer financial needs then make recommendations where appropriate

- Demonstrate ability to incrementally add client Assets under Management

- Ability to collaborate with stakeholders in bringing in optimum resolutions.

- Ability to think innovative solutions as a part of resolution from client feedback.

- Establishing & engaging with clients through alternate channels such as chat, call, video.

- Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services

- Maintaining an awareness of relevant products and services available in order to provide the best solutions for clients

- Supporting operational improvement initiatives, providing customer feedback of our service and product offering and ensuring quality compliance.-

Qualifications

What do I need to be successful in this role?

- Dogged drive to resolve customer problems with financial advisory.

- Reasonable knowledge of wealth management products, but not mandatory.

- Customer oriented and able to capture customer financial needs.

- Good command of English & Hindi is advantageous

- Completion of Under Graduate course.

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