Customer Experience Executive

Key Responsibilities

• Handle client queries through phone calls, email and WhatsApp.

• Assist clients with KYC, account opening, SIP registration and other documentation.

• Follow up with clients regarding pending documents, transactions and service requests.

• Maintain accurate client records and update internal tracking sheets and CRM systems.

• Build and maintain strong relationships with existing clients.

• Business Development: Identify and approach potential clients to generate new business opportunities.

• Conduct follow-up calls with prospective clients and schedule meetings to understand their requirements.

• Explain available financial products and services to prospective clients in a clear and professional manner.

• Support client acquisition, lead management and business growth initiatives.

• Maintain a database of leads, track conversion progress and follow up regularly.

• Coordinate with mutual fund houses, insurance providers and other financial institutions for client servicing.

• Support the team in achieving business development and client engagement targets.

• Ensure professional communication, accurate documentation and adherence to applicable regulatory guidelines.

Eligibility Criteria

• Graduate in B.Com, BBA, B.Sc or any relevant discipline.

• Freshers and candidates with 0–1 year of experience may apply.

• Good communication skills in English and Hindi; Odia is an advantage.

• Basic knowledge of MS Excel, Word and email.

• Interest in financial services, client handling and business development.

• Willingness to learn about mutual funds, insurance and other financial products.

Preferred Skills

• Good communication and interpersonal skills.

• Confidence in speaking with prospective clients.

• Strong follow-up, organizational and relationship-building skills.

• Positive attitude and willingness to learn.

• Ability to work towards business goals and collaborate with a team.

• It is a Full Time Customer Support / TeleCaller job for candidates with 0 - 1 years of experience.