- Handle customer queries via phone calls, emails, or chats to resolve their concerns in a timely and professional manner.
- Provide accurate information about insurance products and services to customers.
- Maintain records of all interactions with customers using CRM software.
- Handle investor grievances and escalations (including SCORES complaints) within regulatory timelines,
- Monitor KYC, FATCA/CRS, and AML/PMLA requirements and verify that client records are complete and accurate.
- Ensure compliance with SEBI regulations, AMFI guidelines, and the AMFI Code of Conduct for distributors.
- Desired Candidate Profile
- Any graduate degree (preferably MBA/PGDM).
- Excellent communication skills in English language; knowledge of Hindi is an added advantage.
- Positive command of MS Excel and compliance or CRM tools
- Strong communication, documentation, and analytical skills
📌 Walk-in || Customer Service Executive (Hyderabad)
🏢 RP Wealth
📍 Hyderabad
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