Tele Caller Jobs in Mumbai - Clear fund
Job Description
Skills:
- Graduate, preferably with experience or understanding of the banking, mutual
- Excellent communication skills in English and Hindi
- Good desktop computer and Microsoft Excel skills.
- Ability to work equally well independently and within a team.
- Strong work ethic and efficiency
Key Responsibilities:
- Make outbound calls to all new leads via telephone and email
- Inform and educate prospective clients about our online advisory offering and
- Collect detailed information about leads and registrants and help them
- Work with Operations and Advisory team to analyze and accurately resolve customer inquiries within designated time frames to ensure best in class service standards
- Ensure that all customers are handled with total honesty and courtesy to deliver
Job Particulars
About Company
Company Profile:
Clearfunds is launching a web and mobile based robo-advisory platform provides financial planning, recommendations and execution services on mutual funds (initially) at a truly disruptive cost to India’s mass affluent class.
Our company has received SEBI approval as an Investment Adviser in May 2016. The founding team has over 50 years of collective experience in leadership roles in finance, equities, fund management and investment banking, in India and overseas, at Goldman Sachs, Credit Suisse, J.P. Morgan, Jefferies & Co., CLSA, Edelweiss and Macquarie Bank.