Customer Support Executive Jobs in Hyderabad - Essencea Infoserv Pvt Ltd

Note: Attractive incentive structures

 Adhere to prescribed call flow process and update system correctly
 Advice consumers on various aspects of Personal Finance as per profile
diligently
 Perform need analysis to ensure the right financial products are
recommended
 Encourage consumers to meet Service Providers and thereby generating
leads.
 Fix appointments confirm the meeting schedule between Consumer and
Service Provider
 Ensuring the Consumer is interested and is not being forced to meet the
Service Provider
 Ensuring the credibility of the Company is not compromised
 Ensuring consumers are equipped with appropriate knowledge about avoiding
banking frauds
 Every consumer to be treated with due respect without any differentiation
 Constantly upgrading yourself to ensure you provide the most up to date
information to the consumers.

Core Responsibilities and Tasks:

 Help consumer to improve their financial health knowledge by educating and explaining various pros and cons of financial products (e.g., insurance, investments, tax planning, etc.)
 Provide consumers with savings and protection guidance to plan for all of life’s circumstances, both expected and unexpected future.
 Enquire services or suitable solution consumer is looking for with time horizon, risk profile, and preferences
 Follow properly documented guidelines established by compliance and management team to understand the consumer and their needs.
 Arrange an appointment, qualify the need while collecting the necessary information for better service

Required skills:
 Excellent communication, interpersonal and appointment setting expertise
 Ability to influence people over a voice call
 Well organized with the ability to manage time effectively while managing
multiple priorities
 Goal-oriented, work independently as well as function as part of a team
 Strong desire for performance-driven compensation and growing earnings
potential
 Ability to think critically and use sound judgment when serving clients
Required capabilities:
 Active Listening: You must be able to listen to and understand consumers’
financial needs.
 Critical Thinking: Use sound judgment when serving consumers to figure
out how to help them and meet their expectation by proposing the right
guidance.
 Verbal Communication: You must be able to clearly explain & provide
financial advice to the consumer with a way which makes them feel
comfortable
 Service Orientation: Ability to put the consumer first and a desire to help
them to plan for the future is important.
 Value system: Possess a commitment to professionalism, honesty and a
strong work ethic
 Interpersonal capability: Anticipate and manage objections from consumer and their concerns, as well as recommend plans to them in a constructive way.