Wealth Management Specialist role in Bengaluru, India, supporting customers through various channels with a focus on web chat and mobile app. Responsibilities include meeting performance metrics, abiding by regulatory and departmental policies, and participating in projects to drive operational excellence.
Requirements
- Bachelor’s degree from a recognized institute
- 0-1.2 years customer service or related experience
- Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
- Strong written and verbal communication skills
- Demonstrated empathy, patience, and adaptability
- Ability to thrive in a fast-paced, metric-driven environment
- Experience using a session based or continuous messaging platform
- Strong attention to detail and ability to accurately document customer interactions
- Experience in chat support or relevant banking environment
To apply for this job please visit hdpc.fa.us2.oraclecloud.com.
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