Customer Support Executive

Cafsinfotech Private Limited

LIC, Chennai

₹15,000 - ₹22,000 monthly*

Fixed

15000 - ₹20000

Average Incentives*

2,000

Earning Potential

22,000

You can earn more incentive if you perform well

Work from Office

Full Time

Any experience

Good (Intermediate / Advanced) English

Job Details

Interview Details

Job highlights

59 applicants

Benefits include: PF, Health Insurance

Job Description

  • providing information on balance amounts, financial products, plan options, enrollments, fund conversions, performance history, and other topics via telephone, e-mail, or postal mail to fund shareholders and potential customers
  • supporting shareholder requests by performing transactions such as exchanges, redemptions, and maintenance requests
  • providing information on new mutual funds to existing or potential customers
  • reviewing new account documentation and establishing accounts
  • maintaining an investor management database to track communications with investors
  • following up with current investors to ensure that they have the right financial products for their current goals
  • evaluating, verifying, and processing service requests from third-party entities, institutions, and broker/dealer operations
  • collecting payments from customers or arranging for billing
  • maintaining updated knowledge of fund products and industry trends
  • performing quality control for transaction processing to ensure compliance with regulatory and department quality standards
  • performing corrective processing and monitoring of dividend adjustments

Job role

Work location

SPENCER PLAZA Unit No O-515, 5th floor, Phase 2,Annasalai Chennai - 600 002 Anna Salai, Chennai

Department

Banking / Insurance / Financial Services

Role / Category

Investment Banking, Private Equity & VC

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

Graduate

English level

Good (Intermediate / Advanced) English

Age limit

18 - 30 years

Gender

Any gender

About company

Name

Cafsinfotech Private Limited

Address

SPENCER PLAZA Unit No O-515, 5th floor, Phase 2,Annasalai Chennai - 600 002 Anna Salai, Chennai

Job posted by Cafsinfotech Private Limited

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