Customer Service Executive

1 - 6 years

1 - 6 Lacs

Posted:None| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities

  1. Customer Engagement

    • Contact customers from the company-provided database to explain product offerings.
    • Engage with prospects to identify their needs and offer suitable financial solutions.
  2. Cross-Selling

    • Promote and cross-sell financial products including Mutual Funds, Insurance, SIPs, and other investment solutions.
    • Provide financial counselling to guide customers toward suitable investment decisions.
    • Achieve daily, weekly, and monthly sales targets.
  3. Relationship Building

    • Maintain a professional and customer-friendly approach during all interactions.
    • Follow up with interested prospects to convert them into customers.
  4. Product Knowledge & Compliance

    • Stay updated with product details and industry trends
    • Ensure all sales activities comply with company standards.
  5. Reporting & Coordination

    • Maintain accurate records of calls, customer feedback, and sales conversions in CRM tools.
    • Share daily/weekly call reports with the management team.

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