HR - Manager at JK Securities Pvt. Ltd.
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JK Securities - Executive - Customer Service (2-3 yrs)
Job Description:
As a Customer Service Executive at JK Securities Pvt Ltd, you will be responsible for delivering excellent customer service to our clients. You will serve as the primary point of contact for client inquiries, providing assistance, resolving issues, and ensuring a positive customer experience. This role requires strong communication skills, attention to detail, and a deep understanding of financial products and services.
Key Responsibilities:
1. Handle incoming client inquiries via phone, email, and in-person meetings.
2. Provide accurate and timely information to clients regarding account status, transactions, and market updates.
3. Assist clients with account opening, documentation, and account maintenance procedures.
4. Resolve client issues and complaints efficiently and effectively, escalating complex issues to the appropriate departments when necessary.
5. Educate clients on financial products, investment strategies, and market trends.
6. Collaborate with internal teams such as sales, operations, and compliance to ensure seamless client service delivery.
7. Maintain accurate records of client interactions and transactions using our CRM system.
8. Stay up-to-date with industry regulations, market developments, and company policies.
9. Identify opportunities to upsell or cross-sell additional products and services to clients.
10. Participate in training sessions and professional development activities to enhance job knowledge and skills.
