Walk-in || Customer Service Executive

Roles and Responsibilities

• Handle customer queries via phone calls, emails, or chats to resolve their concerns in a timely and professional manner.
  
• Provide accurate information about insurance products and services to customers.
  
• Maintain records of all interactions with customers using CRM software.
• Handle investor grievances and escalations (including SCORES complaints) within regulatory timelines,
• Monitor KYC, FATCA/CRS, and AML/PMLA requirements and verify that client records are complete and accurate.
• Ensure compliance with SEBI regulations, AMFI guidelines, and the AMFI Code of Conduct for distributors.

Desired Candidate Profile

• Any graduate degree (preferably MBA/PGDM).
  
• Excellent communication skills in English language; knowledge of Hindi is an added advantage.
• Good command of MS Excel and compliance or CRM tools
• Strong communication, documentation, and analytical skills