Customer Service Representative

Equentis Wealth Advisory; Mumbai; On-site; INR 300,000 - 550,000; Full time

Job summary

Equentis Wealth Advisory in Mumbai is seeking a motivated customer service professional to join our client services team. You will provide accurate information on our financial products, answer inquiries by phone, email, and chat, and help clients choose solutions that fit their needs.

You will document interactions in our CRM, collaborate with internal teams to resolve complex issues, and identify opportunities to upsell relevant products based on feedback.

Responsibilities

• Provide accurate information on products/services offered by the company to meet customers' needs.
• Handle customer queries via phone calls, emails, and chats to resolve their concerns in a timely and professional manner.
• Identify opportunities to upsell/cross-sell relevant financial products based on customer feedback.
• Maintain records of all interactions with customers using CRM software (e.g., Salesforce).
• Collaborate with internal teams to resolve complex issues that require escalation.

Job description

Roles and Responsibilities

• Provide accurate information on products/services offered by the company to meet customers' needs.
  
• Handle customer queries via phone calls, emails, and chats to resolve their concerns in a timely and professional manner.
  
• Identify opportunities to upsell/cross-sell relevant financial products based on customer feedback.
  
• Maintain records of all interactions with customers using CRM software (e.g., Salesforce).
  
• Collaborate with internal teams to resolve complex issues that require escalation.