Financial Customer Service Representative

6 months ago

Mohali, India NETGAINS Full time

We are seeking a highly motivated and skilled Financial **Customer Service Representative**

to join our dynamic customer support team. As a Financial **Customer Service Representative**, you will be the first point of contact for our clients, providing exceptional customer service in the realm of financial products and services. You will play a pivotal role in ensuring customer satisfaction, resolving queries, and providing expert guidance on financial matters.

**Key Responsibilities**:
2. Problem Resolution: Investigate and resolve customer complaints, issues, and disputes related to financial transactions promptly and efficiently. Address customer concerns while adhering to company policies and financial regulations.

3. Product Knowledge: Maintain a deep understanding of the company's financial products and services. Stay updated with industry trends, market changes, and regulatory developments to provide informed and relevant assistance to customers.

4. Compliance: Ensure compliance with financial regulations and internal policies while handling customer accounts and sensitive information. Uphold confidentiality and security standards to protect customer data and maintain trust.

5. Documentation: Accurately document customer interactions, issues, and resolutions in the company's database. Generate reports and analyze customer feedback to identify patterns and recommend process improvements.

6. Cross-functional Collaboration: Collaborate with other departments such as sales, marketing, and finance to provide seamless customer service. Coordinate with internal teams to address customer needs effectively.

7. Customer Education: Educate customers about financial products, services, and processes, empowering them to make informed decisions. Provide guidance on account management, online banking, and financial planning.

**Qualifications**:

- Bachelor's degree in Finance, Business, or related field.
- Proven experience in customer service, preferably in the financial industry.
- Strong understanding of financial products, banking processes, and regulations.
- Excellent communication skills, both verbal and written.
- Problem-solving abilities and attention to detail.
- Ability to handle challenging customer situations with empathy and professionalism.
- Proficiency in using customer support software and Microsoft Office Suite.
- Strong multitasking skills and ability to work in a fast-paced environment.

**Benefits**:

- Competitive salary and performance-based incentives.
- Ongoing training and professional development opportunities.
- Friendly and collaborative work environment.
- Opportunities for career advancement within the organization.

**Salary**: ₹25,000.00 - ₹30,514.00 per month

**Benefits**:

- Paid sick time

Schedule:

- Morning shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Mohali, Punjab: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)
- Banking: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 9876597755

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