WealthDesk

Customer Success Specialist

Posted on November 22, 2021
Hyderabad, Mumbai
Customer Success

Job Description

We are looking for driven Customer Success Specialists to join our team to manage operations of Research Analysts, Registered Investment Advisors (RIA), and Brokers on the WealthDesk
platform.

Responsibilities:

Understand the WealthDesk platform and become an expert on how the platform
works
Help partners scale their advisory and value broking business
Do a demo of the platform and explain features and solutions specific to their
problems and interest
Work with technology team to take the RA/RIA/Broker live on WealthDesk
Responsible for growth targets (end-user acquisition, WealthBasket subscriptions, and
revenue) on your accounts.
With support from the technical team, be responsible for customer satisfaction
numbers on your accounts

Requirements

Good understanding of Capital Markets, Equities, ETFs, Mutual Funds, and Broking
Industry
Graduate with 3+ years of experience in a sales/account manager role at a financial
services firm
Previous experience at a brokerage, MF distributor, or PMS preferred
Good communication skills in English & Hindi.

Mail your resume to hr@wealthtech.in

Application Form