Customer Service Executive mutual Fund ahmedabad - Ahmedabad, Gujarat, India - Arin Consultancy

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter


Description
ITES / BPO / Operations / Customer Service / Telecalling Ahmedabad, Gurgaon _Ahmedabad_, _Gurgaon_ March 22, March 23, 2025 Mutual Fund


Job Overview:

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Office Location (Area) Ahmedabad,Gurgaon
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Required Education B. Com/BBA/ Finance preferred
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Course Type Full Time
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Min Required Experience (Years) 1
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Max Required Experience (Years) 3


Roles and Responsibilities:


Customer Support:
Provide prompt and courteous assistance to investors regarding their
existing mutual fund investments, transactions, documentation, and any new product
information.

Resolution of Queries:
Address investor complaints, concerns, and enquiries effectively,
ensuring timely and satisfactory resolution.

Documentation:
Manage documentation of investors with respect to purchases, redemptions,
SIP's or any changes in their existing records.

Cross-Selling:
Identify opportunities to promote additional products and services to
investors/prospects as needed.

Voice of Investors:
Feedback as received from investors regarding their experience with our
services and shared with the relevant teams.

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