Job Description

Customer Success Specialist 

About us :

- Founded in 2016, WealthDesk is an internet-scale Investment Technology platform that- s building the Unified Wealth Interface (UWI) for the Asset and Wealth Management ecosystem on top of Broking.

- UWI is powered by the WealthDesk Platform and is built on top of Embedded WealthDesk Gateway (EWG). EWG enables retail investors to seamlessly invest across mobile apps and websites through their broking accounts.

- WealthDesk captures the entire Investment/Asset Management/Advisory value chain from portfolio creation on top of Equities and ETFs, producing these into investment products called

- WealthBaskets and then enabling large-scale distribution through broking partners with strong network effects.

For more information, please visit : https://wealthdesk.in/

About the job :

- The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using the WealthDesk platform. This will be done by developing an appropriate level of communication with customers and internal team members to better understand and mitigate any issues the customers may face.

- You will be the face of WealthDesk among the customer, with full responsibility for handling the customer services and ensuring appropriate value delivery, depending upon customer needs and company goals, hence making every WealthDesk customer a unique success story!

- You would be responsible for developing new business opportunities and driving sales by positioning and cross-selling the company's offering to the customers.

- You would be completely responsible right from onboarding the customer to celebrating the success cases with the customer institutions. Be ready to face challenging problems, and customer cases, build optimized operation systems, think about product enhancements based on customer feedback and maintain a smooth relationship between customers and WealthDesk.

Roles & Responsibilities : 

- Ensuring a smooth onboarding of the customers.

- Responding to customer queries in a timely and accurate way, via phone, email, or chat.

- Update our internal databases with information about technical issues and useful discussions with customers

- Gather customer feedback and share it with our Product team.

- Identify customer needs and help customers use specific features

- Resolving customer queries, recommending solutions, and guiding product users through features and functionalities

- Work cross-functionally within the company to communicate with all stakeholders in customers' success.

Desirable Skills and Attributes :

- 1 to 2 years of experience as a Customer Support Specialist or similar CS role.

- Experience in the Fintech domain is a plus.

- Must be a team player.

- Excellent communication and problem-solving skills.

- Can build and execute the plans.

- Should have result oriented approach.

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