Walk-in | NISM 5-A Certified Freshers

Startek (Aegis Customer Support Services Pvt. Ltd.); Navi Mumbai; On-site; INR 240,000 - 360,000; Full time

Job summary

Startek (Aegis Customer Support Services Pvt. Ltd.) is seeking an entry-level professional to handle mutual funds queries via calls and provide product knowledge on mutual funds through phone banking services.

The role involves processing transactions, maintaining CRM records, and working toward sales targets through upselling and cross-selling financial products. The candidate should have 0-1 year BFSI experience or related education, with NISM certification 5-A preferred, and possess strong

Qualifications

• 0-1 year BFSI experience or related education; NISM 5-A preferred.
• Strong communication and ability to handle high-pressure situations.

Responsibilities

• Handle client queries related to mutual funds on calls.
• Provide product knowledge on mutual funds to clients through phone banking services.
• Process transactions for new and existing customers via phone banking platforms.
• Maintain accurate records of customer interactions and updates in CRM systems.
• Meet sales targets by upselling/cross-selling relevant financial products.

Skills

Communication skills

High-pressure handling

Multitasking

Independent worker

Education

NISM certification 5-A

Job description

Roles and Responsibilities

• Handle client queries related to mutual funds on calls.
  
• Provide product knowledge on mutual funds to clients through phone banking services.
  
• Process transactions for new and existing customers via phone banking platforms.
  
• Maintain accurate records of customer interactions and updates in CRM systems.
  
• Meet sales targets by upselling/cross-selling relevant financial products.
  

Desired Candidate Profile

• 0-1 year of experience in BFSI industry or equivalent education background (NISM certification 5-A preferred).
  
• Strong communication skills with ability to handle high-pressure situations effectively.
  
• Proficiency in handling multiple tasks simultaneously while maintaining attention to detail.
  
• Ability to work independently with minimal supervision and prioritize tasks efficiently.