06 Nov
|
RP Wealth
|
Hyderabad
06 Nov
RP Wealth
Hyderabad
Roles and Responsibilities
Handle customer queries via phone calls, emails, or chats to resolve their concerns in a timely and skilled 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.
Valuable command of MS Excel and compliance or CRM tools
Solid communication, documentation, and analytical skills
📌 Walk In Customer Service Executive Hyderabad
🏢 RP Wealth
📍 Hyderabad