Csr (Customer Service Representative) - Financial

7 months ago


Chandigarh, India Innvocon Learning Solutions Full time

Financial Customer Service Representative

Position Overview:
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.

**Job Types**: Full-time, Permanent

**Salary**: ₹20,000.00 - ₹28,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Rotational shift
- Weekend availability

Supplemental pay types:

- Joining bonus
- Overtime pay
- Performance bonus

Ability to commute/relocate:

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

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (required)
- Customer service: 1 year (required)

**Language**:

- English (required)
- Hindi (required)

**Speak with the employer**
+91 9368612323



  • Chandigarh, India PGEIN Pvt. Ltd. Full time

    **ABOUT TPine** At TPine Financial Services, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We...


  • Chandigarh, India AAIDEOLOGY Full time

    **Customer Service Representative** - Investigate and resolve customer complaints and resolve complaints quickly and patiently, including assistance of customers who may have received their orders late, have received the wrong order or have received faulty products - Maintain thorough and accurate customer service records - Keep confidential records and...


  • Chandigarh, Chandigarh, India Submit Core Full time

    **Job Title: Customer Service Representative** As a Customer Service Representative, you will be the primary point of contact for our customers, providing exceptional service and support to address their inquiries, resolve issues, and ensure a positive experience. You will play a crucial role in representing our company and maintaining high levels of...


  • Chandigarh, Chandigarh, India Ava Finance Full time

    **About the Role** A Customer Support Representative, or CSR, will provide support related to product/services information, answer queries, and resolve/escalate any emerging problems that our customer accounts might face with accuracy and efficiency. The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain...


  • Chandigarh, Chandigarh, India Idea Clan Full time

    **Job Title**: Junior Customer Representative **Position Type**: Full-time **Job Overview**: We are seeking an enthusiastic and detail-oriented **Junior Customer Representative** to join our team. In this role, you will play a key part in delivering exceptional service by reaching out to customers for order confirmations, providing support for...


  • Chandigarh, India Champion Products Corp. Full time

    **Customer Support Representative**: Minimum 1 to 3 Years Qualification: Higher Secondary /Any graduate - Maintaining a positive, empathetic, and professional attitude toward customers at all times. - Responding promptly to customer inquiries. - Communicating with customers through various channels. - Acknowledging and resolving customer complaints. -...


  • Chandigarh, Chandigarh, India Venture Quest Full time

    International Blended process Serve as a point of contact between customer & company Identify, investigate, and resolve recurring customer issues Ensure customer satisfaction with solutions & positive experience Escalate unresolved queries to senior **Job Types**: Full-time, Permanent, Fresher Pay: ₹18,000.00 - ₹38,000.00 per...


  • Chandigarh, Chandigarh, India Venture Quest Full time

    International Blended process Serve as a point of contact between customer & company Identify, investigate, and resolve recurring customer issues Ensure customer satisfaction with solutions & positive experience Escalate unresolved queries to senior **Job Types**: Full-time, Permanent, Fresher Pay: ₹18,000.00 - ₹38,000.00 per...


  • Chandigarh, India Quest Solutions Inc Full time

    **Quest Solutions Inc. dba** Quest is urgently looking for a Customer Service representative for a Work From Home position. The incumbent must be a graduate with good communication skills and experienced in US calling for 6 months to 1 year. Position**:Customer Service representative** Experienced required**:6 months to 1 year** - Initiate outbound cold...


  • Chandigarh, India UVCareer Full time

    **Customer Support Executive Responsibilities**: - Managing a team of representatives offering customer support. - Overseeing the customer service process. - Resolving customer complaints brought to your attention. - Creating policies and procedures. - Planning the training and standardization of service delivery **Job Types**: Full-time, Regular /...


  • Chandigarh, India UVCareer Full time

    **Customer Support Executive Responsibilities**: - Managing a team of representatives offering customer support. - Overseeing the customer service process. - Resolving customer complaints brought to your attention. - Creating policies and procedures. - Planning the training and standardization of service delivery **Job Types**: Full-time, Regular /...


  • Chandigarh, Chandigarh, India Sogrow Full time

    **Job Summary**: We are looking for a dynamic, customer-oriented individual to join our team as a Customer Service Representative. You will be responsible for providing excellent customer support for our Cab service over call, addressing inquiries, resolving issues, and ensuring a positive customer experience. **Key Responsibilities**: Answer incoming...


  • Chandigarh, Chandigarh, India Biorev Studios Pvt Ltd Full time

    **Location**: Mohali, Punjab **Shift**:US Shift **Job Type**: Full Time **Shift Timing**: - US Shift - 12 PM to 10 PM CST (10:30 PM to 8:30 AM IST) **Working Pattern**: - 6 days working **Position Overview**: **Key Responsibilities**: - Inbound and Outbound Calls: Answer incoming calls from customers and make outbound calls to prospects as...


  • Chandigarh, Chandigarh, India Expertia AI Full time

    About Expertia AIWe are a leading financial services company seeking an experienced Teller to join our team. Our ideal candidate will have excellent communication skills and a strong background in finance.Job Description:The successful candidate will be responsible for handling customer inquiries, resolving issues, and providing exceptional customer...


  • Chandigarh, India AAIDEOLOGY Full time

    **HIRING FOR "CUSTOMER SERVICE REPRESENTATIVE [ NO SALES / NO TARGETS ]"** **"MUST HAVE EXCELLENT COMMUNICATION SKILLS"** **MINIMUM EXPERIENCE : 0YEARS (FRESHERS)** **MAXIMUM EXPERIENCE : 2YEARS** **JOB DESCRIPTION**: They must have excellent listening abilities to understand the accurate requirements of the consumer, and must possess the patience...


  • Chandigarh, Chandigarh, India InfluxService Full time

    **Designation: - International Customer Service Representative** **Experience: - Fresher - 3 years** **Job Location: - Chandigarh** As an **International Customer Service Representative** for the Inbound US Voice Process with a focus on Sales and Upselling, you will be responsible for delivering outstanding customer service to customers in the United...


  • Chandigarh, Chandigarh, India BeeperMD Full time

    **BeeperMD** looking for passionate English speaking customer representatives who are fluent enough to have conversations with US customers. **Roles & Responsibilities: - ** 1. Interface with US customers via inbound calls. 2. Excellent verbal Skills in English. 3. Greet customers in a courteous, friendly, and professional manner using agreed-upon...


  • Chandigarh, India Biorev Studios Pvt Ltd Full time

    **Location**: Mohali, Punjab **Shift**:US Shift **Job Type**: Full Time **Shift Timing**: - US Shift - 12 PM to 10 PM CST (10:30 PM to 8:30 AM IST) **Working Pattern**: - 6 days working **Position Overview**: **Key Responsibilities**: - Inbound and Outbound Calls: Answer incoming calls from customers and make outbound calls to prospects as...


  • Chandigarh, India Teleperformance Full time

    Greetings for the day! **Teleperformance **is immediately hiring for the role of **Customer Support Executive** **Work Location**: Bestech business towers, Mohali 160066 **Shifts**:Rotational shifts **Responsibilities**: - Providing exceptional customer support experience to the customers over the phone. - Previous experience in a customer support role...


  • Chandigarh, India BeeperMD Full time

    **BeeperMD** looking for passionate English speaking customer representatives who are fluent enough to have conversations with US customers. **Roles & Responsibilities: - ** 1. Interface with US customers via inbound calls. 2. Excellent verbal Skills in English. 3. Greet customers in a courteous, friendly, and professional manner using agreed-upon...