Calling Agent

3 days ago

India Scripbox Advisors Full time

Calling Agent is a person who provides assistance to customers via calls. Their primary role is to address customer issues and resolve them in a timely and efficient manner.

**Qualification for Calling Agent**:

- 2 or more years experience in the contact centre and preferably in the wealth management industry
- Bachelor’s degree (or equivalent)
- English: Fluent
- Ability to speak 2 or more regional languages
- Good knowledge of Mutual funds, Knowledge of Insurance and Stocks will be an added advantage

**Roles and responsibilities**
- To assist customers with queries related to their investments, products, features etc via calls and deal with multiple customers
- Acquire required product and process knowledge and keep a track of all the changes
- Maintaining a positive, empathetic and professional attitude toward customers at all times.
- Identify and assess customers’ needs to achieve satisfaction
- Build sustainable relationships and trust with customer accounts through open and interactive communication
- Provide accurate, valid and complete information by using the right methods/tools and record all customer interactions
- Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
- Follow communication procedures, guidelines and policies
- Take the extra mile to engage customers
- Follow the escalation matrix and SLA to achieve process goals
- Gather customer feedback and share with our Product team for improvement
- Flexible to switch roles when needed and support chat to keep the BAU activities running smoothly.
- Flexible to work on rosters - 5 days a week and rotational offs

**Skills**:

- calling
- mutual funds

**Job Summary**:- Bangalore Location- 2 - 6 years Experience- 2 Openings**Contact**:

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