- Act as the one-point contact between clients and the academy, providing support throughout onboarding and service delivery.

- Conduct product demos, including training programs, courses, and services, ensuring high customer satisfaction and timely communication.

- Handle incoming queries via phone, email, and WhatsApp, maintaining service-related documentation and updating CRM/data sheets.

- Follow up on leads, registrations, and service requests, coordinating with internal teams for smooth issue resolution.

- Provide excellent customer service and ensure timely communication, demonstrating a polite, professional, and service-oriented mindset.

- Maintain accurate records and reports, using MS Excel, Word, and PowerPoint for data management.

Job Requirements

- Excellent communication and presentation skills are required, with the ability to conduct confident product demos.

- Strong customer service and follow-up skills are essential,



along with a problem-solving attitude and ability to handle multiple tasks.

- Valuable knowledge of MS Excel, Word, and PowerPoint is necessary, with basic understanding of Mutual Funds/Finance industry preferred.

- Candidates should be able to work in a fast-paced environment, focusing on meeting deadlines and delivering results.

- A graduation or post-graduation degree in any stream is required, with preference given to those with basic knowledge of Mutual Funds/Financial Market.

- Experience: Fresher or 1-2 years (Preference to those with basic knowledge of Mutual Funds / Financial Market).

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 One Point Contact For Service Executive (Kolkata)
🏢 A1 Human Wealth Management
📍 Kolkata