Call Center Customer Service Representative

2 weeks ago


Coimbatore, Tamil Nadu, India Doo Group Full time

Job Responsibilities

  • Handle inbound and outbound calls from customers regarding insurance, investment, and other financial products.
  • Provide accurate information about product features, pricing, eligibility criteria, and application procedures.
  • Assist customers in resolving issues, complaints, and inquiries in a professional and timely manner.
  • Educate customers on available services, promotions, and cross-sell/up-sell opportunities.
  • Maintain comprehensive knowledge of financial products, services, and industry regulations.
  • Follow company scripts and guidelines for handling different types of calls and scenarios.
  • Document all customer interactions accurately in the CRM system.
  • Collaborate with other departments such as sales, operations, and compliance to ensure seamless customer service delivery.
  • Meet or exceed individual and team performance targets, including call handling time, conversion rates, and customer satisfaction scores.
  • Continuously update skills and knowledge through training programs and self-learning initiatives.

Job Requirements

  • Bachelor's degree in finance, business, or related field preferred.
  • Previous experience in a call center or customer service role, preferably in the financial industry.
  • Excellent communication skills in English.
  • Strong interpersonal skills and ability to build rapport with customers.
  • Sound knowledge of financial products, services, and regulatory requirements.
  • Proficiency in using CRM software and other call center tools.
  • Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
  • Problem-solving skills and attention to detail.
  • Willingness to work flexible hours, including weekends and holidays, if required.
  • Certification or training in financial services or customer relationship management (CRM) is a plus.


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