Customer Service Representative Financial
- Mifm Operations
- 2 to 6 Yrs
- Faridabad
- 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.,
Employement Category:
Employement Type: Full timeIndustry: BFSIRole Category: Customer Care Executive (Call Centre)Functional Area: Not SpecifiedRole/Responsibilies: Customer Service Representative FinancialContact Details:
Company: Planify CapitalLocation(s): Faridabad+ View Contact
Keyskills: Customer Service Financial Products Problem Resolution Account Management Documentation Compliance Communication Interpersonal Skills Microsoft Office Suite
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