Client Delight Team Lead

Department Icon Stock Market Trading Asset & Wealth Management
92+ Applicants
Posted: 8 months ago
3-5 years
Hyderabad / Secunderabad, Telangana, Telangana
Work from Office

Posted: 8 months ago
|
Applicants: 92+
Job Description
About Company
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Job Description

Client Delight Team Lead

Experience: 3+ years

Job Type: Full- Time

Mode of Work: Work from Office

Location: Himayath Nagar, Hyderabad

Required skills & experience

35 years of client success / customer experience / account management experience, ideally in fintech or wealth management

Prior experience in leading or mentoring a team while also handling individual responsibilities.

Excellent communication (verbal & written) and conflict resolution skills.

Empathy-driven mindset with the ability to balance client satisfaction and business goals.

Basic understanding of equity markets with NISM Level 1 & 2 RIA certification.

Core responsibilities

Develop a strong understanding of Savarts products, services, and client journey

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to ensure accurate and impactful communication.

Ensure individual excellence by owning high-value client relationships, solving queries, and identifying opportunities to improve their experience.

Create and implement structured communication flows (email, WhatsApp, calls) to ensure smooth, proactive engagement with clients at every stage of their journey.

Handle day-to-day escalations from the team, ensuring timely and empathetic resolution while coaching team members on preventive action.

Work cross-functionally with Product, Business, and Operations teams to resolve client issues and gather feedback for improvements.

Drive a culture of empathy, accountability, and continuous improvement within the team.

Nice to Have:

Exposure to high-growth startup environments.

Comfort with multilingual communication (Telugu, Hindi, etc. can be a plus).

Skills

Account Management

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About Company

Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors. What started as a small idea to help individuals make good investment decisions, is now growing into a platform that gives wings to dreams & power to passion, one step at a time. We believe that the quantum of investment must by no means be a hindrance to the quality of advice that an investor receives - everybody deserves the best. Savart is that right mixture of technology, research, love & passion combined to grow your wealth and help you do what you love to.

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Important dates & deadlines?

Application Deadline

13 Nov 25, 02:19 PM IST

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Client Delight Team Lead

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