Specialist, Mutual Funds

1 month ago

bangalore, India PhonePe Full time

About PhonePe Group: 

PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services.

Culture

At PhonePe, we take extra care to make sure you give your best at work, Everyday And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us

About the role:

We are looking for specialists for the Inhouse Customer Experience team. As a specialist, your primary responsibility will entail solving problems that our customers encounter and you will continuously look for outstanding and exciting ways to improve their experience. 

In this role, you will provide support to ensure that issues are either resolved faster or flagged accordingly.

One will contribute to consistently better and streamline the support systems by flagging patterns to always optimize for better customer experience

Responsibilities:

Act with integrity & think customer-first in every interaction

Handle basic PhonePe account and transaction related queries

Ability to flex between phone & data channels

Follow specified process guidelines to bring about resolution

Build customer trust through their interaction

Ability to meet hourly & daily productivity goals

Leverage internal processes and resources to drive resolution

Escalate appropriately taking support from relevant teams to resolve customer issues

Recommend process improvements

Engage & Educate customers so they’re able to leverage PhonePe to the fullest

Ideal candidate should :

Have excellent written and verbal communications

Have good learnability

NISM VA Mandatory

Be an active listener and deal well with objection

Have strong customer orientation and ability to adapt/respond to different scenarios

Be a team player, flexible and open to feedback

Ability to multitask, prioritise, and manage time effectively

Should be able to speak in English and Hindi

Graduation (10+2+3) is Mandatory 

0 - 2 years of work experience in a customer facing role

Multilingual skills (spoken + written) in South Indian languages are preferred

Other Benefits:

Your lunch is on us

5 day working week (2 rotational week off)

PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles)

Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment  Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy

  • Senior Investment Associate

    7 days ago

    bangalore, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

  • Senior Investment Associate

    1 week ago

    bangalore, India Stack Wealth Full time

    Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...

  • Customer Service

    2 weeks ago

    bangalore, India Arin Consultancy Private Limited Full time

    Function : Customer Service & Operations Position Title : Assistant Manager Location : Bangalore Qualifications: Graduation in any discipline NISM MF certification mandatory Work Experience (highlight) : At least 3 – 4 years of prior mutual fund experience in handling investor / customer services related activities ...

  • Customer Experience Specialist, Mutual Funds

    1 week ago

    bangalore, India PhonePe Full time

    About PhonePe Group:  PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

  • RM - Mutual Funds Sales

    1 month ago

    Bangalore Metropolitan Area, India Waytogo Consultants Full time

    To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer...

  • Customer Support Officer

    7 days ago

    bangalore, India Talent Corner HR Services Pvt Ltd Full time

    Customer Support Officer -Direct Sales Channel :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer -Direct Sales Channel.Job Description :Handing CAMS BelapurCalls & Mails AuditingCoordination with the QA on the Telephone EtiquettesMaking sure mails are handled/ resolved in a timely mannerFollow...

  • Customer Support Officer

    7 days ago

    Bangalore City, India Talent Corner HR Services Pvt Ltd Full time

    Customer Support Officer Direct Sales Channel : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer Direct Sales Channel.Job Description : Handing CAMS BelapurCalls & Mails AuditingCoordination with the QA on the Telephone EtiquettesMaking sure mails are handled/ resolved in a timely mannerFollow...

  • Customer Support Officer

    1 week ago

    bangalore, India Talent Corner HR Services Pvt Ltd Full time

    Customer Support Officer -Direct Sales Channel : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer -Direct Sales Channel. Job Description : Handing CAMS Belapur Calls & Mails Auditing Coordination with the QA on the Telephone Etiquettes Making sure mails are handled/ resolved in a timely...

  • Securities Operations Representative

    3 weeks ago

    bangalore, India WELLS FARGO BANK Full time

    About this role: Wells Fargo is seeking a Securities Operations Representative.In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing,...

  • Customer Support Officer

    7 hours ago

    bangalore, India Talent Corner HR Services Pvt Ltd Full time

    Customer Support Officer - -Distribution Sales Channel We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer - Distribution Sales Channel. Job Description : Direct Credit Rejection, Red Payout Authorisation (Red Alert), MIR – 38, NFT rejection Pending & Exemptions for Financial Transaction and...

  • Assistant Manager/Deputy Manager – Alternate Investment Funds

    2 months ago

    bangalore, India KFintech Full time

    Roles and Responsibilities Prepare timely and accurate Net Assets Values (NAV) for Mutual Fund and AIF client and other fund accounting output for subsequent review. Record accurately, and in accordance with the client’s policies and procedures, such as accounting records as securities positions, corporate actions related, and journal entries. ...

  • Junior Product Specialist

    1 month ago

    bangalore, India AQR Full time

    About AQR Capital Management  AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by seeking to filter out market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing....

  • Component Specialist

    1 week ago

    bangalore, India Saaki Argus & Averil Consulting Full time

    Job Title: Component Specialist Relevant Experience : 1+ & Above Job Location: Bangalore/Chennai (Open to explore from other locations who is ready to relocate) Job Description Summary Responsible and accountable for evaluation, review and clearing of conditions in the underwriting process based on appropriate underwriting guidelines and...

  • Senior Data Entry Specialist

    1 week ago

    bangalore, India Trendlyne.com Full time

    Senior Data Entry SpecialistWho are we?- Trendlyne is a Series-A funded, profitable products startup in the financial markets space. We have cutting-edge analytics products built for companies and customers in stock markets and mutual funds.- Our founders are IIT + IIM graduates, with strong tech, analytics and marketing experience. We are a funded startup...

  • Training Specialist

    2 weeks ago

    bangalore, India PhonePe Full time

    About PhonePe Group:  PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

  • Automation Specialist

    4 weeks ago

    bangalore, India PhonePe Full time

    About PhonePe Group:  PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

  • Training Specialist

    2 months ago

    bangalore, India PhonePe Full time

    About PhonePe Group:  PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

  • Automation Specialist

    3 weeks ago

    bangalore, India PhonePe Full time

    About PhonePe Group:  PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

  • Retail Sales – Mutual fund

    1 month ago

    bangalore, India Arin Consultancy Private Limited Full time

    Roles and responsibilities manage and enhance relationships in the NJ wealth network in the allocated region Conduct concept and product training across the entire target audience set Focus on achieving sales and engagement targets across various parameters Coordinate webinars and deeper engagement methodologies.

  • Mutual Funds Relationship Manager

    1 week ago

    bangalore, India Waytogo Consultants Full time

    Responsible for New Client Acquisition and Inactive client activation 2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team. 3. Manage the existing clients and build AUM. 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with the new and existing clients. 5. Take steps for...