Investor Success Manager with proven expertise in managing assets under management (AUM), implementing CRM systems, and fostering cross-functional collaboration. Adept at enhancing investor relationships and delivering exceptional customer experiences through strategic initiatives and operational excellence. Skilled at driving growth, streamlining processes, and building strong partnerships to achieve organizational goals.
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Sharath Rb
@sharathrb
Customer Service Associate
IndiaExperience
Work history, roles, and key accomplishments
TICurrent
Investor Success Manager
Tap Invest
Apr 2023 - Present (2 years 2 months)
Managed ₹30 Crore in AUM by onboarding and retaining investors, fostering strong relationships and driving sales collaboration between teams. Implemented a customized CRM tool to enhance efficiency and led the customer support team, handling Level 2 tickets and providing customer feedback to product and engineering teams.
SPCustomer Experience Officer
Simpl Pay
Apr 2021 - Apr 2023 (2 years)
Assist customers with product information, issues, payments etc through voice & chat channels.
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Sharath hasn't added their education
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