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Financial Customer Service Representative
4 weeks ago
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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