Mutual Fund Client Experience Specialist

6 hours ago

Ahmedabad, Gujarat, India beBeeCustomerService Full time ₹ 1,04,000 - ₹ 1,30,878

We are seeking a seasoned Customer Service professional to deliver exceptional client experiences and drive business growth.

Responsibilities:

  • Provide proactive and responsive support to clients regarding their mutual fund investments.
  • Resolve customer inquiries and issues efficiently, ensuring high levels of satisfaction.
  • Foster strong relationships with clients to achieve long-term loyalty and retention.
  • Stay up-to-date on market trends and regulatory changes affecting the industry.
  • Collaborate with internal teams to resolve complex customer complaints and improve service standards.

Requirements:

  • Deep knowledge of mutual funds, including investment strategies and risks.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet performance targets.
  • Proficiency in using technology and software applications related to financial services.
  • Strong problem-solving and analytical skills.
  • Collaboration and teamwork capabilities.

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