Job Posting in Naukri
Position: Senior Executive – Mutual Funds
Working Days: 5-day working
Shift Timing: General shift
About CAMS: Computer Age Management Services (CAMS) is the leading Mutual Fund Transfer Agency to the Indian Asset Management Companies servicing 70% of the MF Industry AUM. CAMS is also a technology enabled service solutions partner to Private Life Insurance, Private Equity Funds, Software development / maintenance, and Payments. The mutual fund business constitutes 90% of the group’s revenue.
Besides serving as a B2B solutions partner, CAMS brings a unique ability of B2C to serve the end customers through a variety of touch points such as pan India network of Service centers, Call center, and Online Services. The company was incorporated in year 1988, has four back-office delivery centers in Chennai, Business Continuity Plan (BCP) site at Coimbatore and a Pan India network of 270+ customer service centers. CAMS is a listed company as on 1st October 2020.
📌 Job Summary
We are seeking a Customer Service Senior Executive to manage inbound and outbound, Email customer interactions in the mutual funds’ domain. The role focuses on delivering excellent service, resolving queries, and enhancing customer satisfaction through proactive engagement. In addition, the position involves lead generation and identifying opportunities for cross-selling and upselling financial products.
🔑 Key Responsibilities
Handle inbound calls from existing and potential customers, providing accurate information and timely query resolution.
Generate leads through outbound calls, referrals, and customer engagement activities.
Conduct outbound calls for service updates, reminders, and feedback collection.
Identify customer needs and recommend suitable mutual fund products or services.
Perform cross-selling and upselling of financial products to maximize customer value.
Maintain detailed records of customer interactions in CRM systems.
Achieve assigned sales, service, and lead generation targets while adhering to compliance standards.
Build and nurture long-term customer relationships through proactive engagement.
🎯 Required Skills & Qualifications
Strong communication, interpersonal, and persuasion skills.
Basic knowledge of mutual funds and financial products.
Ability to handle objections and convert leads into sales.
Prior experience in outbound calling, telesales, lead generation, or BFSI preferred.
Proficiency in MS Office and CRM tools.
🏢 Work Environment
Office-based role with structured processes.
Target-driven position with performance-linked incentives.
📍 Location
6th Floor, T 661/T 761, Tower No.2, Sector II, Near Belapur Railway Station Complex, CBD Belapur, Belapur, Navi Mumbai, Thane, Maharashtra, 400614.
👤 Contact Person
Nithya – HR 📞 7200325586(Call me once you reach office)