Operation Executive (Open Account Management)
Current- Managing Customer Onboarding: Provide expert guidance to the investors andcustomers throughout the investment processes. Offer support through onlinechannels, calls and other. Follow up on customer requests and issues or escalate tosupervisors when needed according to departmental processes.- Account Management: Reviews of customer profiles on a yearly basis. This involvesupdating customer information, coordinating with internal teams, and addressingany necessary adjustments or modifications.- Customer Support and Issue Resolution: Investigate and resolve customer issuespromptly, offering guidance, addressing customer concerns, and efficientlyresolving any problems that may arise.- Contribution to Process Improvement: Contribute to the development,improvement, and automation of work processes to enhance efficiency, speed, andaccuracy, find innovative ways to improve existing processes and customerexperience continuously- Voice of the Customer: Act as the advocate for customers by identifying andhighlighting areas for improvement in the customer experience, contributing tocustomer delight.- Assigned Responsibilities: Complete any additional responsibilities or tasks asassigned by the supervisor.