Customer Service Executive

Roles and Responsibilities

• Handle customer queries via phone calls, emails, and chats to resolve their concerns in a timely and professional manner.
  
• Provide accurate information on financial products such as stocks, bonds, mutual funds, insurance policies, etc. to customers.
  
• Maintain records of all interactions with customers using CRM software.
  
• Collaborate with internal teams to resolve complex issues that require escalation.
  
• Identify cross-selling opportunities for new product sales or upselling existing ones based on customer needs.