Customer Services - Team Member - PCG CS - East

Ø  Manage a team for client servicing of HNI and Ultra-HNI clients.

Ø  Understand client’s requirements and accordingly provide services

Ø  Strategize engagement plans for inactive customers and activate their accounts

Ø  Ensure that customers trade actively after opening the trading account

Ø  Maintaining & keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients

Ø  Interfacing with operations team

Ø  Have a customer-centric approach and ensure that customers are serviced well

Ø  Will be responsible for end to end ownership of the process.

Ø  Proactive updation to all parties.