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19/06 Venkatesh M
HR Recruiter at KNV Capital Services Pvt Ltd

Views:66 Applications:24 Rec. Actions:Recruiter Actions:9

Executive - Customer Relationship - Wealth Management Services (0-3 yrs)

Chennai/Tamil Nadu Job Code: 331049

Roles and Responsibilities for the CRM

- To be responsible for customer queries, feedback and complaints across various channel including phone calls, emails, websites, etc.,

- To make outbound calls to follow up on customer inquiries and provide support.

- To provide prompt, efficient and satisfactory responses to customer enquiries.

- To establish and maintain positive customer relationship.

- To assist in resolving product or service-related concerns and escalations.

- To engage proactively with new customers, providing clear explanations of services and products to ensure a smooth onboarding experience.

- To maintain the precise records of customer interactions and transactions.

Job Requirements :


- Possess excellent communication skills

- Demonstrate the ability to handle customer inquiries and complaints with patience and empathy.

- Proficient in multitasking and problem solving.

- Proactive in approaching the new customers.

- Prior experience in customer service is advantageous.

- Support successful customer retention.

- A bachelor degree from a reputed institution

- Customer centric attitude to handle challenging client situations.

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