Senior Service Advisor

Quotient Consultancy
  • Mumbai
  • 2-3 lakh
  • 3-7 years
  • Views
  • 15 Feb 2018

  • Customer Service

  • Banking - Retail
Job Description

Job Description : Sr. Service Advisor Only Advisory & Documentaion to existing clients Documentation for investment products like mutual funds, FD, bonds, insurance, PMS including KYC and account opening documentation Client communication via phone and email and management of clients' servicing requests Handling client queries/ requests and resolving them as per agreed TATs Portfolio Data management and website data updation and maintenance of the company database daily Management and upkeep of client servicing software Handling projects related to client servicing and online platforms Following systems and processes for business operations and designing SOPs(Standard operation procedures) Office boy team management and general office admin Functioning with various teams, ensuring customer delight by achieving delivery & quality service Team building activities including training of team Ensure adherence to SOPs and deadlines Tracking regulatory and compliance related updates and circulars and responding them with in the prescribe time limit Skills Required 3 5 years work experience in mutual funds/ stock broking/ insurance/ financial services industry preferred Must know MS Excel , MS Word, Internet Applications and Email usage very well Must have good grasp of English and good communication skills Should be comfortable with numbers and ability to work under pressure Should be skilled in maintaining cordial relationship with clients, and teams Should be comfortable in handling client queries and providing solutions in time Should be confident about handling HNI clients Attention to detail is important Good communication skills written & Oral Experience in Mutual Funds / Stock broking/ Insurance preferred Salary will be commensurate with Industry standards, and will depend on work experience , educational qualifications and skills.

Job Posted By

Amogha .

About Organisation

Quotient Consultancy