Jobs
Interviews
BFSI Sector Skill Council of India (BFSI) logo

Mutual Fund Virtual Assistant

1 - 5 years

0 Lacs

navi mumbai maharashtra

Posted:2 weeks ago| Platform: Shine logo

Apply

Skills Required

customer service mutual funds account opening funding switches market trends phone calls emails chats redemption sales targets product recommendations regulatory changes

Work Mode

On-site

Job Type

Full Time

Job Description

The role of Customer Service in the Financial Services industry involves providing exceptional customer service through various channels like phone calls, emails, or chats to address client queries and concerns regarding mutual funds. You will be responsible for processing transactions such as account opening, funding, redemption, and switches promptly. Collaboration with internal teams, especially the sales team, is essential to achieve sales targets and offer product recommendations aligned with clients" risk profiles. It is crucial to stay informed about market trends and regulatory changes to provide well-informed advice to clients. This is a Day Shift Job with 5 working days a week and fixed Saturdays and Sundays off. The role falls under the Customer Success, Service & Operations department in the Financial Services industry. The position is Full Time and Permanent, and the Role Category is Customer Success, Service & Operations - Other. The educational requirement for this role is Any Graduate.,

More Jobs at BFSI Sector Skill Council of India (BFSI)

Mutual Fund Virtual Assistant

navi mumbai, maharashtra

1.0 - 5.0 yrs
|

Salary: Not disclosed

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play App Store
coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
BFSI Sector Skill Council of India (BFSI) logo
BFSI Sector Skill Council of India (BFSI)

RecommendedJobs for You

Mutual Fund Virtual Assistant

BFSI Sector Skill Council of India (BFSI)

navi mumbai, maharashtra

Mutual Fund Virtual Assistant

BFSI Sector Skill Council of India (BFSI)

navi mumbai, maharashtra