Senior Executive-Customer Service

Responsibilities

• Make outbound calls to existing / potential customers.
• Address customer inquiries and provide information about Mutual Fund products or services.
• Resolve customer issues or complaints in a professional and timely manner.
• Upsell or cross-sell products or services to increase sales revenue.
• Keep accurate records of all customer interactions and update the customer database.
• Follow up with customers to ensure satisfaction and encourage repeat business.
• Provide feedback to the customer service team regarding customer concerns or trends.
• Adhere to company policies and procedures during customer interactions.