Investment Client Service Representative

2 weeks ago


Mumbai, Maharashtra, India beBeeClientServicing Full time ₹ 5,00,000 - ₹ 10,00,000
Job Opportunity

The ideal candidate will provide exceptional client service through various channels, including correspondence, phone calls, emails, and on-counter visits. They will ensure that all responses to investors are complete and accurate to prevent repeat inquiries.

Key Responsibilities:
  • Respond to investor queries via phone calls, emails, letters, and on-counter visits in a timely and accurate manner.
  • Ensure that all investor communications are complete, precise, and documented to prevent repeat queries.
  • Maintain proper records of interactions, queries, and resolutions in internal systems.
  • Provide guidance to investors regarding account statements, transactions, and services offered.
  • Coordinate with internal teams (operations, accounts, and compliance) to resolve complex queries.
  • Follow standard operating procedures (SOPs) for investor communication and grievance handling.
  • Update investors on relevant notifications, account updates, and service-related information.
  • Escalate unresolved issues to senior team members while keeping the client informed.


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