Prachay Group
Website:
prachay.com
Job details:
Job Description
- Handle customer queries through phone, email, WhatsApp, and chat.
- Guide customers through account opening, e-KYC, and onboarding processes.
- Assist investors with bond investments, order placement, payments, settlements, and redemption-related queries.
- Resolve customer complaints promptly while maintaining high service standards.
- Coordinate with Operations, Compliance, Technology, and Sales teams for issue resolution.
- Maintain accurate records of customer interactions in CRM/helpdesk systems.
- Follow up with customers until issues are fully resolved.
- Educate customers about BondSmart’s products, platform features, and investment process.
- Escalate critical issues to the appropriate internal teams.
- Monitor service quality and contribute ideas for improving customer experience.
- Ensure compliance with internal policies and regulatory requirements while interacting with customers.
Skills And Knowledge
- Excellent verbal and written communication skills in English and Hindi. Knowledge of regional languages will be an added advantage.
- Strong customer service orientation and interpersonal skills.
- Ability to explain financial products in simple and easy-to-understand language.
- Good problem-solving and conflict resolution skills.
- Comfortable working with CRM software and Microsoft Office.
- Ability to multitask and work efficiently in a fast-paced environment.
- High level of ownership, patience, and attention to detail.
Educational Qualification
Any Graduate or Post Graduate/ NISM Certification would be an added advantage
Click on Apply to know more.