Customer Service Operation

Equentis Wealth Advisory; Mumbai; On-site; INR 300,000 - 600,000; Full time

Job summary

Equentis Wealth Advisory in Mumbai is seeking a customer service professional to manage queries across calls, emails, and chats. You will provide accurate product information, resolve complaints, and follow up to ensure complete resolution while maintaining detailed CRM records.

The role emphasizes speed, professionalism, and a customer-focused mindset, with strong multitasking abilities in a fast-paced environment. Training is provided to ensure product proficiency and compliance.

Qualifications

• Experience in customer service or a similar role.
• Good knowledge of digital tools and technology.
• Excellent verbal and written communication skills.
• Strong interpersonal and problem-solving skills.
• Ability to handle customer complaints effectively.
• Ability to work independently and in a team.

Responsibilities

• Handle customer queries through calls, emails, and chats.
• Provide accurate information about products and services.
• Resolve customer complaints and service-related issues.
• Respond to customer queries promptly and professionally.
• Follow up with customers to ensure issues are resolved.
• Maintain customer interaction records in the CRM system.
• Keep customers updated about products, services, and developments.
• Provide proactive solutions to improve customer satisfaction.
• Coordinate with other departments to resolve customer issues.
• Maintain customer confidentiality and professionalism.
• Achieve performance targets related to customer satisfaction, response time, and issue resolution.

Skills

Customer service

Verbal communication

Written communication

Interpersonal skills

Problem solving

Multitasking

Tools

CRM software

Job description

Role & responsibilities

Key Responsibilities

• Handle customer queries through calls, emails, and chats.
• Provide accurate information about products and services.
• Resolve customer complaints and service-related issues.
• Respond to customer queries promptly and professionally.
• Follow up with customers to ensure their issues are resolved.
• Maintain customer interaction records in the CRM system.
• Keep customers updated about products, services, and developments.
• Provide proactive solutions to improve customer satisfaction.
• Coordinate with other departments to resolve customer issues.
• Maintain customer confidentiality and professionalism.
• Achieve performance targets related to customer satisfaction, response time, and issue resolution.

Preferred candidate profile

• Previous experience in customer service or a similar role.
• Good knowledge of digital tools and technology.
• Excellent verbal and written communication skills.
• Strong interpersonal and problem-solving skills.
• Ability to handle customer complaints effectively.
• Ability to work independently and in a team.
• Comfortable working in a fast-paced environment.
• Ability to multitask and manage responsibilities.
• Customer-focused mindset.
• Basic knowledge of CRM software and customer service tools.