Wealth Manager - BPO / Call Centre (1-3 Yrs Exp)

Role Summary: We are seeking a motivated and detail-oriented Wealth Manager to join our BPO team in Jaipur. The ideal candidate will have a Diploma and 1-3 years of experience in a customer-facing role, preferably within the financial services or BPO sector. You will be responsible for assisting clients with their wealth management queries, providing basic financial guidance, and ensuring a high level of customer satisfaction. This role offers a great opportunity to grow your career in a dynamic environment.

Key Responsibilities:

Handle inbound and outbound calls from clients regarding their wealth management accounts.

Provide information and basic support on investment products, account inquiries, and financial planning services.

Assist clients in understanding financial statements, market trends, and investment options.

Maintain accurate client records and update information in the CRM system.

Escalate complex queries or issues to senior team members or relevant departments.

Adhere to company policies, procedures, and regulatory guidelines.

Achieve and exceed individual and team performance targets.

Contribute to a positive and collaborative team environment.