1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
Not Disclosed by Recruiter
Position Summary:
The CRM Executive is responsible for handling customer documentation and payment coordination and maintaining accurate records in the CRM and MIS systems. This role ensures smooth communication between customers, sales teams, and management regarding bookings, agreements, and payments.
Key Responsibilities
Documentation & Agreements
Prepare, review, and manage customer agreements and booking forms.
Ensure ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
Not Disclosed by Recruiter
Job Details:
Position: Customer Support ExecutiveLocation: Navi Mumbai Experience: 1-3 YearsKey Responsibilities
Handle customer queries via phone, email, chat, WhatsApp, and support tickets.
Assist investors with account opening, KYC, onboarding, SIP registrations, redemptions, and transaction-related queries.
Provide support regarding mutual fund products, investment processes, and platform functionalities.
Coordinate with AMCs, RTAs, and internal teams to resolve customer concerns within ...