Functions / Responsibilities

Who We Are:
Thrive by o3 is an end to end wealth management advisory Fintech. We are a FinTech
company backed by an investment bank, o3 Capital. We are based in Bangalore. At Thrive, we
are building a wealth management practice for HNIs by combining state-of-the-art technology
with the expertise of our in-house financial brains.
Role: Client Engagement Executive
Who We Are Looking For:
As an early stage startup, we are looking for someone who is excited by the prospect of working
in a small team. Working in a small team offers many rewards, but also comes with a great
amount of responsibility.
● You will need to be comfortable working across levels, donning multiple hats
● Your people-centric skills are paramount. You will be dealing with customers and team
members from all walks of life, therefore it is essential that you are empathetic towards
them.
● An effective communicator with excellent grasp over the English language (both verbal
and written)
● You will need to be able to work closely with the other team members to quickly
complete deliverables for the client
● You will need to understand business requirements, iterate on shortcomings and work
with the team
● You will need to be self-disciplined and be able to work in an environment with less
structure than a typical corporate/later stage startup
What You Will Do:
● Understand client requirements and follow up with research and preparation of a
financial plan to meet their requirements
● Identify potential prospects, communicate through relevant mediums, set appointments,
meet them if required, and help clients understand our products/services offered
● Documenting progress status at all levels of sales cycle
● Coordinating with the sales team, operations team and partners/vendors to ensure
smooth workflow internally as well as hassle-free on-boarding of clients
● Stay in touch with our customers, and ensure that all their financial requirements are
being fulfilled
● As a financial service provider, trust and honesty will be paramount

Requirements:
● Full-time graduates or post-graduates of English or Communication Studies
● Excellent English language skills (oral and verbal)
● Compulsory one-year work experience required

CTC: ₹4,00,000-₹5,00,000

CONTACT DETAILS : srisudhan.r@o3capital.com 

https://www.o3capital.com

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