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.
Robust 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 (Positive to Have)
NISM Certifications
NCFM Certifications
CFP (Certified Financial Planner)
AMFI Certification
MBA Finance

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