Customer Service Representative

**Key Responsibilities**:

- **Client Relationship Management**:

- Establish and maintain strong, long-term relationships with clients by providing personalized attention and understanding their financial needs and goals.
- Serve as the primary point of contact for clients seeking assistance with their mutual fund investments, portfolio management, and financial planning.
- Understand clients’ financial situations and offer tailored recommendations for mutual funds, investment strategies, and financial planning.
- **Mutual Fund and Financial Planning Guidance**:

- Educate clients about the various mutual fund products, investment options, and help them select the most appropriate funds based on their risk tolerance and financial goals.
- Assist clients in reviewing their current portfolios, suggesting adjustments, and discussing performance metrics, fund selection, and potential risks.
- Provide support for financial planning queries, such as retirement planning, tax strategies, and wealth management.
- **Customer Service Excellence**:

- Troubleshoot and resolve any issues or concerns related to transactions, account status, fund performance, or financial planning.
- Address and resolve client complaints effectively, ensuring positive outcomes and maintaining a high level of customer satisfaction.
- **Education and Financial Product Awareness**:

- Continuously educate clients on the benefits and risks of different mutual fund products and investment options.
- Stay updated on new mutual fund offerings, market trends, and changes in financial regulations to provide accurate and up-to-date information.
- Create and distribute educational materials such as newsletters, FAQs, and investment reports to enhance clients’ financial knowledge.
- **Sales and Cross-Selling**:

- Identify opportunities to cross-sell or upsell additional financial products and services that could benefit the client (e.g., SIPs, retirement plans, or tax-saving instruments).
- Provide clear information to clients about promotional offers, new product launches, or investment opportunities.
- **Client Onboarding & Account Management**:

- Assist in the onboarding of new clients by explaining the account opening process, KYC documentation, and mutual fund investment procedures.
- Guide clients in setting up and managing their investment accounts, ensuring compliance with regulatory requirements and company policies.
- Help clients track their investments and assist with any necessary account modifications or withdrawals.
- **Reporting & Documentation**:

- Maintain accurate records of client interactions, transactions, and portfolio updates.
- Document client feedback, requests, and complaints to provide actionable insights for improving service and product offerings.
- Prepare and submit weekly or monthly performance reports to the management team.

**Key Skills and Qualifications**:

- **Experience**:

- 1 years min of experience in customer service or client relationship management, preferably within the financial services industry (mutual funds, wealth management, or financial planning).
- Prior exposure to mutual funds, investment strategies, and financial planning is highly preferred.
- **Education**:

- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- Additional certifications (e.g., AMFI, NISM, CFP) or interest in pursuing relevant financial certifications would be an advantage.
- **Skills**:

- Strong communication skills, both verbal and written, with the ability to explain complex financial concepts in a simple and clear manner.
- Proficient in using CRM systems, Microsoft Office, and other customer service tools.
- Strong interpersonal skills with a client-first attitude and the ability to build rapport with clients.
- Ability to multitask, manage time effectively, and work independently with mínimal supervision.
- Detail-oriented with strong analytical skills to assess clients’ financial situations and suggest suitable solutions.
- **Personal Traits**:

- Customer-focused with a passion for helping clients meet their financial goals.
- Highly organized, responsible, and motivated to work in a fast-paced environment.
- High level of integrity, professionalism, and confidentiality when dealing with sensitive financial data.
- Ability to work collaboratively within a team, as well as independently.

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

Pay: Up to ₹15,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)

**Language**:

- English (preferred)

Work Location: In person

Application Deadline: 25/12/2024