IFANOW – Customer Service Executive5 min read

Job Title

Customer Service Executive

Company Profile

• IFANOW is India’s first Social Network for Personal Finance. For too long, people have simply accepted that finance is stressful. That’s simply the way it is. Navigating through complexities, procedures, and worries. This is why we’re looking to change that perspective. To give finance a makeover, and turn it into something it’s never been before. Fulfilling. Rewarding. And even…enjoyable. Our mission is simple: To help everyone make sense of finance. Together with
  financial experts, work to make worry-free finance a reality.

Job Profile & Responsibilities

• Onboarding new customers by updating their data in the system and providing training.
• Managing and updating backend data of clients.
• Periodic Reconciliation of Mutual Fund data of clients.
• Handling client queries and providing quick resolution.
• Understanding the issues faced by clients and identify ways to resolve them permanently.
• Escalating issues to the technical team, if required.
• Assisting clients in understanding the product and giving solutions.
• Building long term relationships with clients.

Preferred Qualifications

• Graduate/Post Graduate in Commerce/Finance/Banking Domain.
• Good written and verbal communication skills.
• Working knowledge of Finance would be highly preferred.
• Working knowledge of advanced Microsoft Excel would be preferred.
• CWM certification would be an added advantage.

Desired Candidate Profile

• Self-organized and quick problem solver.
• Good listener and empathetic.
• Good team player.
• Excellent interpersonal skills.
• Good analytical skills.