Online Platform Activation

Industry- Financial Services sector

About our Client-

Established in 1994,Our client is one of India's leading financial services firm offering Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution services in the areas of equities, commodities, mutual funds, structured products, insurance, corporate deposits, bonds & loans to institutions, corporations, high-net worth individuals and families. 

The firm has a vast footprint across India and also in select international locations. It is also a member of leading Stock exchanges.

Qualifications required

• Role: Online Platform Activation / Adoption
• Experience: 4years & above Joining: At the earliest
• Reporting to: Executive Vice President
• Support Region teams / BP to increase the adoption of Online Platform (Mobile App / Web)
• Manage the activities through SPOC / digital communication, Training & Support
• Co-ordinations with SPOCs and monitoring their performance in terms of online user activation & contribution.
• Training arranged across all India Branches/BP Team through Zoom & Concall (Dealer, BM & RM)
• Monitoring QRC report / Guidance Call, and according to plan training and guidance to SPOCs. Try to reduce query/issues
• Route cause analysis of repeated query /issues received at the online support desk and providing permanent solutions for the same
• Regular Competitor's Feature analysis
• Provide various reports to Spoc's that will help improve the online platform usage/ Provide Mobile app feedback /Suggestions received from various verticals