We are looking for a proactive and customer-focused Customer Service Associate with experience in the Insurance and Mutual Fund industry. The ideal candidate should have excellent communication skills, be customer-oriented, and be capable of resolving client queries while ensuring a high level of customer satisfaction.

Key Responsibilities

- Handle customer inquiries via phone, email, and chat in a professional manner.
- Resolve customer complaints and provide timely solutions.
- Assist clients with insurance and mutual fund-related queries.
- Coordinate with internal teams to ensure prompt issue resolution.
- Maintain accurate customer records and update CRM systems.
- Guide customers regarding products, documentation, and service processes.
- Follow up on pending customer requests and ensure timely closure.
- Build and maintain strong customer relationships.




- Ensure compliance with company policies and regulatory guidelines.

Required Skills

- Excellent verbal and written communication skills.
- Strong customer service and relationship management skills.
- Knowledge of Insurance and Mutual Fund products and processes.
- Positive problem-solving and interpersonal skills.
- Proficiency in MS Office (Excel, Word, Outlook).
- Ability to multitask and work in a fast-paced environment.

Eligibility

- Graduate in any discipline.
- 1–2 years of experience in Customer Service, preferably in the Insurance, Mutual Fund, Banking, or Financial Services sector.
- Freshers with excellent communication skills and relevant knowledge may also be considered

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Customer Support Representative (India)
🏢 SBM Management Consulting
📍 India