Customer Care Executive

This role focuses on re-engaging and activating dormant clients for a Kochi-based financial services contact centre. The executive will be responsible for driving business growth through Mutual Funds (MF), Systematic Investment Plans (SIP), and IPO participations.

Core Responsibilities

• Dormant Account Activation: Connect with inactive clients to understand reasons for dormancy and guide them through the Account Reactivation Process for MF and SIP portfolios.

• Inbound/Outbound Sales: Execute proactive outbound calls to existing leads and dormant databases to pitch new financial products and upcoming IPOs.

• Client Relationship Management: Act as the primary point of contact for resolving client queries regarding platform usage, investment tracking, and documentation.

• Target Achievement: Consistently meet daily and monthly activation and sales targets to qualify for performance-based incentives.

• Compliance & Documentation: Ensure all client interactions and activations strictly adhere to SEBI and AMFI regulatory guidelines.

Required Qualifications & Skills

• Experience: 0–3 years in Customer Support, BPO, or Financial Sales. Previous experience in a call centre or wealth management firm is highly preferred.

• Knowledge: Basic understanding of financial markets, including the mechanics of SIPs, Equity/Mutual Funds, and the IPO subscription process.

• Languages: Fluency in Malayalam and English is essential for the Kochi market; proficiency in Hindi or Tamil is a significant advantage.

• Certifications: NISM Series V-A: Mutual Fund Distributors Certification is a strong plus.

Compensation & Benefits

• Fixed Salary: Up to ₹30,000 per month (based on experience and interview performance).

• Incentive Structure: Competitive performance-linked incentives based on account activation volume and sales value.

• Work Schedule: 5-day work week (Monday to Friday), typically operating during standard market hours (9:00 AM – 6:30 PM).

• इस फुल टाइम ग्राहक सहायता / टेलीकॉलर Job में ग्राहक सहायता / टेलीकॉलर में 1 - 6 वर्षो का अनुभव वाले उम्मीदवारों की जरुरत है।