28 Sep
|
Equentis Wealth Advisory
|
Mumbai
28 Sep
Equentis Wealth Advisory
Mumbai
Roles and Responsibilities
- Handle customer queries via phone calls, emails, and chats to resolve their concerns in a timely and skilled manner.
- Provide accurate information on financial products such as stocks, bonds, mutual funds, insurance policies, etc. to customers.
- Maintain records of all interactions with customers using CRM software.
- Collaborate with internal teams to resolve complex issues that require escalation.
- Identify cross-selling opportunities for new product sales or upselling existing ones based on customer needs.
📌 Customer Service Executive (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai