Customer Relationship Manager

Kaabil; Mumbai; On-site; INR 279,000 - 390,600; Full time

Job summary

A leading financial software company in Mumbai is seeking a Customer Experience Specialist for Mutual Funds. The ideal candidate should possess excellent communication and presentation skills, with 0-2 years of experience in mutual fund processes. A technical background and NISM certification are preferred. This position involves training clients and providing support for mutual fund transactions.

Qualifications

• 0-2 years of experience in Mutual Fund operations.
• Knowledge of End to End Mutual Fund Transaction Process.
• NISM certified, ideally from AMC, Mutual Fund Brokers, or IFA.

Responsibilities

• Provide support to corporate customers via phone, mail, or WhatsApp.
• Conduct training workshops for clients.
• Troubleshoot and solve issues for enterprise-level customers.

Skills

Excellent communication skills

Presentation skills

Financial background

Technical background

Education

Any Graduation with Technical Background

Tools

SQL

Job description

Datacomp Web Technologies is a 40 old pioneer in Insurance and Financial Services software solutions. By virtue of its products and constant innovations, we have been leading providers of robust software solutions for financial intermediaries in Insurance and Mutual Fund Markets.

Position

Customer Experience Specialist – Mutual Fund

Skill Set: Financial and Technical Background

Education Qualification: Any Graduation with Technical Background

No. Of position: 4

Experience: 0-2 years

• Knowledge of End to End Mutual Fund Transaction Process
• Background in IT/SQL desired but not mandatory
• Training/Implementation/ Problem Solving/Trouble shooting based support to Corporate /Enterprise Level customers on phone / mail / watsapp
• Conducting Training workshops for clients

Desired Profile

Excellent communication and presentation skills.

1-2 years relevant experience in Mutual fund

NISM certified & Ideally from AMC, Mutual Fund Brokers , IFA etc

We are a financial software company, predominantly working in insurance, mutual funds and wealth management verticals.

Datacomp Web Technologies is a well established player in the Insurance & Financial Services automation software sector. Our specialty is in developing software solutions for the intermediaries in these sectors. A private limited company; We are headquartered in Mumbai with offices in New Delhi, Bangalore, Chennai, Kolkata and overseas in Kuala Lumpur - Malaysia. Our success over the past three decades has been driven by our suite of innovative software products that have been widely accepted by agents /brokers/distributors of Life Insurance, Non-Life insurance, Mutual Funds.

Amongst several products we developed for the Indian market, our most successful have been the Visual Magic Pro, ECRMagic, Wealth Magic, Tab Magic, eCR Wealth, My Wealth, Mobile Health Magic and Magic Gyan. Hence it is hardly a surprise that Datacomp is maintaining the No.1 position in the insurance intermediary software market for more than 3 decades now. A heritage that we are continuing in the Mutual Fund segment as well.