Docrud

Stable Money · via Lever

Investment Relationship Manager

Bengaluru · India · On-site

Job description

Customer relationship role supporting users of investment products.

Responsibilities

  • Manage customer relationships; explain investment products; support portfolio-related queries; drive customer satisfaction; coordinate issue resolution.

Requirements

  • Customer-facing experience; knowledge of financial or investment products; strong communication and relationship skills.

Preferred skills

Investments, Relationship Management, Customer Success, Fintech, Wealth