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Cafsinfotech Private Limited
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Customer Support Executive

Customer Support Executive

Cafsinfotech Private Limited

0 - 31 years

1 - 2 Lacs

lic chennai

Posted:2 years ago| Platform: Apna logo

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Skills Required

support transactions maintenance documentation management database processing service payments billing compliance monitoring

Work Mode

On-site

Job Type

Full Time

Job Description

providing information on balance amounts, financial products, plan options, enrollments, fund conversions, performance history, and other topics via telephone, e-mail, or postal mail to fund shareholders and potential customers supporting shareholder requests by performing transactions such as exchanges, redemptions, and maintenance requests providing information on new mutual funds to existing or potential customers reviewing new account documentation and establishing accounts maintaining an investor management database to track communications with investors following up with current investors to ensure that they have the right financial products for their current goals evaluating, verifying, and processing service requests from third-party entities, institutions, and broker/dealer operations collecting payments from customers or arranging for billing maintaining updated knowledge of fund products and industry trends performing quality control for transaction processing to ensure compliance with regulatory and department quality standards performing corrective processing and monitoring of dividend adjustments

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Customer Support Executive