Role & responsibilities :

- Handle customer interactions through voice.
- Address customer inquiries related to financial products, investment accounts, mutual funds, insurance, banking products, wealth management services, and transactions.
- Provide accurate information on account status, portfolio details, transactions, statements, and service requests.
- Resolve customer issues efficiently while maintaining high service quality standards.
- Educate customers on financial products, features, benefits, and applicable processes.
- Investigate and escalate complex financial or operational issues to relevant teams.
- Ensure compliance with regulatory requirements, company policies, and data privacy standards.
- Maintain detailed records of customer interactions and service requests in CRM systems.
- Meet productivity, quality, compliance, and customer satisfaction targets.
- Support customer retention and relationship management initiatives.

Required Skills & Qualifications

Preferred candidate profile :





- Graduate/Postgraduate in Finance, Commerce, Economics, Business Administration, or related fields.
- Strong understanding of:
- Financial Markets
- Mutual Funds
- Equity & Securities
- Banking Operations
- Wealth Management
- Investment Products
- Financial Planning Concepts
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving abilities.
- Customer-centric approach with attention to detail.
- Ability to explain financial concepts in a simple and skilled manner.
- Experience in financial services, banking, investment operations, wealth management, KPO, or contact center environments preferred.

Preferred Certifications (Good to Have)

- NISM Certifications
- NCFM Certifications
- CFP (Certified Financial Planner)
- AMFI Certification
- MBA Finance

📌 Contact Center Specialist (Noida)
🏢 Expert Staffing Solutions New Delhi
📍 Noida