Alpha HR
Location
Mumbai | India
Job description
Freshers Preferred.
Responsibility : Assist in Client Onboarding : Support the client onboarding process by collecting necessary information, assisting in paperwork completion, and ensuring a smooth transition for new clients. Client Communication : Engage with clients via email, phone calls, and in-person meetings to address inquiries, provide updates, and gather feedback on their experience with our products or services. Database Management : Maintain accurate and up-to-date client records in the CRM system, including contact information, communication history, and any relevant notes or preferences. Issue Resolution : Collaborate with internal teams to resolve client issues or concerns promptly and effectively, ensuring a high level of client satisfaction. Client Feedback Analysis : Collect and analyse client feedback to identify trends, areas for improvement, and opportunities to enhance the overall client experience. Documentation and Reporting : Prepare regular reports on client interactions, feedback, and outcomes, providing insights and recommendations for continuous improvement. Skills : - Basic Operational work relating to Mutual Funds and insurance. - Project work to be completed within a specified date. - Project work related to Data, KYC, and non-Financial Transactions. - Analyzing the Data and working on completing the Regulatory requirement.Job tags
Salary
