Job Description
Investor Onboarding – KYC documents (Mutual Funds, Portfolio Management Services, Alternative Investment Funds )
Distributor relationship management
Handle all customer & Distributor queries and escalations.
CRM management
Engage with multiple internal departments to resolve issues within specified TAT
Ensuring that all queries are resolved within pre-defined TAT
Decent Excel skills
Strong analytical and problem-solving skills
Excellent Communication skills
Good organizational and interpersonal skills, including ability to work effectively in a fast-paced dynamic business environment
High on energy, assertive and to be able to deal with multiple stakeholders
Graduate with 2-3 years of relevant work experience in similar role within BFSI
Experience of handling escalations of UHNI/HNI investors in BFSI at least for 1 years will be preferred
Job Type: Full-time
Pay: ₹250,000.00 - ₹500,000.00 per month
Benefits:
Health insurance
Provident Fund
Shift:
Day shift
Work setting:
In-person
Education:
Bachelor's (Preferred)
Experience:
total work: 2 years (Preferred)
Customer service: 3 years (Preferred)
Language:
English (Preferred)
Hindi (Preferred)
Work Location: In person
Distributor relationship management
Handle all customer & Distributor queries and escalations.
CRM management
Engage with multiple internal departments to resolve issues within specified TAT
Ensuring that all queries are resolved within pre-defined TAT
Decent Excel skills
Strong analytical and problem-solving skills
Excellent Communication skills
Good organizational and interpersonal skills, including ability to work effectively in a fast-paced dynamic business environment
High on energy, assertive and to be able to deal with multiple stakeholders
Graduate with 2-3 years of relevant work experience in similar role within BFSI
Experience of handling escalations of UHNI/HNI investors in BFSI at least for 1 years will be preferred
Job Type: Full-time
Pay: ₹250,000.00 - ₹500,000.00 per month
Benefits:
Health insurance
Provident Fund
Shift:
Day shift
Work setting:
In-person
Education:
Bachelor's (Preferred)
Experience:
total work: 2 years (Preferred)
Customer service: 3 years (Preferred)
Language:
English (Preferred)
Hindi (Preferred)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Customer Service Executive position is now open for candidates interested in the Telecaller Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Telecaller Jobs is a plus.
