CUSTOMER SERVICE REPRESENTATIVE

Smart Financial Planners; Mumbai; On-site; INR 180,000 - 200,000; Full time

Benefits offered by this job

Activity Bonus

Skill enhancement opportunities

Sponsored events and celebrations

Job summary

A financial services company in Mumbai is seeking a Customer Service Representative to serve as the first point of contact for clients. The role involves handling queries, resolving issues, and ensuring smooth service throughout the client's financial journey. Ideal candidates are empathetic communicators with 1–2 years of experience in client servicing or tele sales, proficient in CRM tools and MS Office, and possess strong communication skills. The position offers a competitive salary and various incentives.

Qualifications

• 1–2 years of experience in client servicing or tele sales.
• Proficient in using CRM tools and MS Office.
• Strong verbal and written communication skills in English, Hindi, and Marathi.

Responsibilities

• Handle inbound and outbound client calls/messages.
• Address queries related to policies, investments, and services.
• Resolve client complaints and service requests promptly.

Skills

Client servicing

Tele sales

CRM tools proficiency

Strong communication

Multitasking ability

Education

Graduate in any discipline (BAMMC / BMS preferred)

Tools

MS Office

Digital communication platforms

Job description

As a Customer Service Representative, you will be the first point of contact for clients such as handling queries, resolving issues, and ensuring smooth service across their financial journey.

Your role directly impacts client satisfaction, retention and trust. The role is focused on delivering consistent service, managing queries, supporting renewals and transactions, and strengthening client relationships. This role is ideal for empathetic communicators who are detail-oriented and passionate about customer success.

Key Responsibilities

• Handle inbound and outbound client calls/messages
• Address queries related to policies, investments, and service
• Provide clear and accurate information
• Resolve client complaints and service requests promptly
• Coordinate with internal teams (sales, operations) for quick closure
• Track pending requests and ensure timely completion
• Update CRM with client interactions and service requests
• Maintain accurate service records
• Ensure a smooth and hassle-free experience for every client
• Build trust through professional and empathetic communication
• Assist with event invitations, webinars and knowledge dissemination
• Build rapport to ensure client retention and high service satisfaction
• Submit daily reports on client interactions to the Manager

Qualifications and Skills

• Graduate in any discipline (BAMMC / BMS preferred)
• 1–2 years of experience in client servicing, tele sales and CRM roles
• Proficient in using CRM tools, MS Office and digital communication platforms
• Strong verbal and written communication (English, Hindi, Marathi preferred)
• Positive attitude, empathy and ability to multitask

Annual CTC

₹1.8 – ₹2.0 LPA (inclusive of fixed and performance‑linked components)

Incentives

• Servicing Fees: Earned for proactive client service (as per KPIs)
• Activity Bonus: Incentives for cross‑referrals or engagement support
• Annual performance appraisals
• Rapid promotions as per performance
• Skill enhancement opportunities via SmartFP’s development programs
• Sponsored monthly themed celebrations/ events/ trips

Work Culture

• Holidays: As per bank holidays
• Formal dress code; strong emphasis on punctuality and professionalism

Growth Path

Investments are subject to market risks. Please read all scheme related documents carefully.