Customer Service Officer - MF

We are looking for a highly skilled and experienced Customer Service Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds.

Roles and Responsibility

• Provide exceptional customer service and support to clients regarding their mutual fund investments.
• Respond to customer inquiries and resolve issues professionally and promptly.
• Develop and maintain strong relationships with customers to ensure long-term satisfaction.
• Stay updated on market trends and regulatory changes affecting mutual funds.
• Collaborate with internal teams to resolve complex customer complaints.
• Identify opportunities to upsell and cross-sell products and services to existing customers.

Job Requirements

Skills Required

Mutual Funds, investment strategies, Communication Skills, Software Applications, Financial Services, Analytical Skills, Customer Service