Job Description
We are hiring for one of our NBFC Client into Wealth Management.
Role: Client Experience Associate
The role is to Outbound Calling of existing Wealth customers
Work Location: Thane
This is completely Outbound Sales role for Wealth customers - HNI & UHNI clients.
Target Based & Incentives too.
· Establishing relationship with registered users
· Understanding client’s requirement, involve RM if needed
· Resolving any of the client queries
· Connecting with clients to give regular updates
· Getting more referrals from the existing users for onboarding new investors on the platform
· Introduction calls for all new customers
· Tracking of query resolutions
· Tagging of all queries raised in CRM
If interested, kindly share your updated resume to discuss & evaluate further.
Ready to Apply?
Submit your application today and join our talented team at NBFC.
Submit ApplicationJob Details
- Location Mumbai, Maharashtra
- Job Type Full-time
- Category Information and Record Clerks
- Posted Date February 26, 2026
- Application Deadline April 07, 2026