Financial Customer Service Representative Job
- Mifm Operations
- 2 to 6 Yrs
- Other Haryana
- 12 months ago
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Job Description
- we are seeking a dedicated and detail-oriented Customer Service Representative to join our financial services team. The ideal candidate will have a strong background in customer service and a basic understanding of financial products and services. This role will focus on providing exceptional support to our clients and ensuring their needs are met effectively and efficiently. Key Responsibilities Customer Support: Respond to customer inquiries via phone, email, and chat in a timely and professional manner. Provide accurate information regarding financial products and services. Problem Resolution: Address customer complaints and concerns, providing effective solutions to ensure customer satisfaction. Follow up with customers to ensure their issues are resolved and gather feedback. Account Management: Assist customers with account inquiries, transactions, and updates. Guide customers through the application process for loans, credit cards, and other financial products. Documentation: Maintain accurate records of customer interactions and transactions in the CRM system. Prepare and send necessary documentation to customers as required. Compliance: Ensure compliance with industry regulations and company policies while interacting with customers. Stay informed about new financial products, services, and regulations. Qualifications Bachelors degree in Finance, Business, or a related field preferred. Minimum of 2 years of experience in customer service, preferably in the financial industry. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and handle multiple tasks simultaneously. Proficient in using CRM software and Microsoft Office Suite. Skills: customer service,regulations,communication,documentation,microsoft office suite,problem resolution,crm software,financial services,account management,customer,financial products,interpersonal skills,compliance,
Employement Category:
Employement Type: Full timeIndustry: BFSIRole Category: Customer Care Executive (Call Centre)Functional Area: Not SpecifiedRole/Responsibilies: Financial Customer Service Representative JobContact Details:
Company: Planify CapitalLocation(s): Other Haryana+ View Contact
Keyskills: customer service regulations communication documentation problem resolution financial services account management customer financial products interpersonal skills compliance microsoft office suite
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