Job Profile – Operations & Customer Relationship
Managing day-to-day operational activities related to Mutual Funds and Demat accounts.
Handling customer queries and providing timely support and resolution.
Calling existing customers for cross-selling and up-selling of financial products and services.
Maintaining regular communication and relationships with existing customers.
Handling end-to-end operational processes for Mutual Fund transactions and Demat services.
Coordinating with internal teams to ensure smooth processing of customer requests and transactions.
Identifying customer requirements and recommending relevant financial products.
Maintaining accurate customer records and ensuring timely follow-up on pending requests.