13/08 Vineeth Narasimhan
Director at Kristal Advisors Pvt Ltd

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Kristal.AI - Analyst - Inside Sales (0-2 yrs)

Bangalore Job Code: 86768

Designation: Inside Sales Analyst

Timings: 7.00 am to 4.00 pm - Monday to Friday


Location: Bangalore

Experience: 0-2 yrs

Kristal.AI is looking for a dynamic individual to work with the team.

Key responsibilities will include:-

- Responsible for following up with clients who signup for Kristal account

- Followup on Whatsapp, SMS, Email and Phone, whatever is appropriate for the client, to get them to complete KYC and make their first investment

- Answer customer queries & if required, schedule demos/detailed calls with Financial Advisor team

- KPI - Number of clients who complete KYC

- Will need to work over the weekends (6 working days)

Secondary Responsibilities

- Create FAQs based on customer communications

- Regularly update client information for Reporting purposes

Skills and Qualifications

- Any Bachelor's degree

- Excellent Verbal and Written Communication

- People Skills and Attention to Detail

- Good Microsoft Excel skills

About us:

- We are an award winning AI-driven investment management company, operational in India, Singapore, and Hong Kong. We specialize in building best-in-class investment portfolios, strategized by some of the world's top financial advisors, while our proprietary Advisory Algorithm helps our clients to choose the best portfolios (branded as Kristals) best suited for their financial goals and risk profiles.

- Our diverse team comprises of 50+ people spread across three countries, backed by a strong and supportive management team comprising of ex-IITians and IIM-ians, with a combined 50+ years of work experience in JP Morgan, Citibank, BNP Paribas, Yahoo, Cognizant, and IBM Security. We are also backed by a leading VC in India - IDG Ventures.

For further information visit us at www.kristal.ai

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