John Charles

Experience

• 

  Motilal Oswal Financial Services Ltd

  May 2015 - Sept 2015

  Executive

  Responsible to generate brokerage primarily through advising clients on their equity portfolio• Keeping the clients updated on their orders• Crossing selling third party products like Mutual fund, SIP, and PMS

• 

  Quantsapp

  Apr 2022 - now

  Contact clients via calls, emails, or online meetings to ensure they are satisfied with purchased subscriptions.• Follow up on customers to ensure they are satisfied with service.• Create and enforce plans that will help meet the needs of customers• Build long-term relationships with clients and customers• Work quickly to address and resolve customer issues• Notify the sales team of new sales and cross-selling opportunities• Encourage high-sales and good customer service practices Show less Managed a team of 5 support members to deliver the utmost customer experience within predefined timeframes.• Strategically revamped support processes, yielding higher first-call resolution rates and reduced average response times.• Proficient in utilizing internal ERP systems and Zoho Desk for CRM and escalation management.• Identify emerging issues, communicate it with the relevant team and contribute to internal and external knowledge base systems as necessary;• Be the point of escalation to the local team leaders on urgent matters• Hiring, Training, Assessing the performance of the workforce and Rewarding. Show less

  • Senior Relationship Manager

    Feb 2019 - now

  • Support Team Lead

    Apr 2022 - now