Senior Officer - Customer Relationship Management (Wealth)

Tata Capital Finance Ltd
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 14 hours ago
0-4 years
Mumbai City
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 11 Jan 2027
Posted: 14 hours ago
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Job Description
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Job Description

  • Senior Officer - Customer Relationship Management (Wealth)
  • Company: Tata Capital Finance Ltd
  • Job Location: Mumbai, Maharashtra, India
  • Employment Type: Full-time
  • Senior Officer - Segments - CRM Wealth - Mumbai - Mumbai - Lodha (I-Think Techno Campus) - JM 11577
  • Major Deliverables:
  • Establishing relationship with registered users
  • Understanding clients 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
  • Specialized job competencies:
  • Good communication skills, Fluent in English verbal & written communication, Graduate (any stream), existing experience in customer service management .

Skills

Fluent In English Verbal Written CommunicationCustomer Service ManagementGood Communication Skills

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