Customer Service Executive

5 days ago


Ahmedabad Gujarat, India Veena Placement Services Full time

1. Customer Support: Provide prompt and courteous assistance to investors regarding their

existing mutual fund investments, transactions, documentation, and any new product

information.

2. Resolution of Queries: Address investor complaints, concerns, and enquiries effectively,

ensuring timely and satisfactory resolution.

4. Documentation: Manage documentation of investors with respect to purchases, redemptions,

SIP’s or any changes in their existing records.

5. Cross-Selling: Identify opportunities to promote additional products and services to

investors/prospects as needed.

6. Voice of Investors: Feedback as received from investors regarding their experience with our

services and shared with the relevant teams

7. Sales Support: Assist the Sales RMs / branch manager in various administrative and clerical

activities such as Sales Reports, Follow ups with Distributors / Investors, Scheduling Sales

Meetings & Appointments etc.

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

Pay: ₹100,000.00 - ₹400,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Monday to Friday
- Morning shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

Application Question(s):

- Do you have NISM V ?

**Education**:

- Bachelor's (preferred)

**Experience**:

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

**Language**:

- English (required)
- Hindi (preferred)

Work Location: In person



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