Job Requirements
Role & responsibilities:
Manage and maintain client information on CRM platforms such as Salesforce
Address customer inquiries, grievances, and service requests promptly and professionally.
Collaborate with internal departments (Sales, Projects, Legal, Finance, etc.) to resolve customer issues.
Contribute to customer-focused process improvements and experience initiatives.
Contribute to customer-focused process improvements and experience initiatives.
Monitor, assess, and enhance Customer Satisfaction (CSAT) scores to achieve organizational objectives.
Handle all customer documentation
Assist Customers with account statements or any other paperwork needed for their bank transactions, Possession
Manage Customer Visits
Manage Customer Escalations at Site
Handle cancellation retention processes

Work Experience
Skills Required:
Communication Skills
Customer Management Skills
Computer and Excel Skills




Problem-solving abilities
Attention to detail
Time management skills

Benefits
Office Perks
• Office cab/shuttle
• Cafeteria
• Office gym
Professional Support & Learning
• Job and soft‑skill training
• Skilled degree assistance
• Sponsorship for education
• Rewards and recognition
• Course reimbursements
Financial Benefits
• Mobile bill reimbursements
• Performance bonus
• Relocation assistance
• Car lease
• Loyalty discount
• Employee referral program
Health & Insurance
• Health insurance
• Life insurance
Leave Entitlements
• Annual leave
• Maternity leave
Please note - Some benefits are grade specific and may not be applicable to your grade.

📌 Senior Executive (Mumbai)
🏢 Kalpataru
📍 Mumbai