Opening for Call Center Executive in Finance company for Kurla location

Job Description:

Job Title: High-Net-Worth - Call Center Executive

Department: Customer Contact Center

Location: Mumbai Kurla Office

Job Summary:

The HNI Call Center Executive is responsible for managing inbound customer interactions from high-net-worth clients, offering superior service and personalized support. This role emphasizes cross-selling products, resolving queries, and ensuring customer retention by building strong, trust-based relationships.

Key Responsibilities:

• Handle inbound calls from HNI, ensuring prompt and efficient service delivery.
• Provide detailed product information and proactively identify opportunities to cross-sell or upsell
• Ensure retention of HNI customer by delivering a personalized service experience and addressing pain points effectively.
• Build trust and strengthen client relationships by addressing concerns with empathy and ownership.
• Assist in resolving complex service requests or escalations and coordinate with internal stakeholders when necessary.
• Maintain accurate records of Customer interaction and follow-up activities in CRM systems.
• Achieve monthly targets related to service resolution, cross-sell revenue, and retention metrics.
• Comply with internal and regulatory guidelines while handling client interactions and financial data.

Qualifications & Skills:

• Bachelor’s degree in Business, Finance, or related discipline. ( Graduation)
• 2–4 years of experience in inbound call center roles, especially within the BFSI (Banking, Financial Services & Insurance) sector.
• Prior experience handling HNI clients is highly preferred.
• Strong communication and persuasion skills for cross-selling and client engagement.
• High emotional intelligence and ability to manage high-pressure situations.
• Good understanding of financial products like savings, investments, insurance, etc.
• Proficient with CRM tools and call management systems.
• Ability to meet monthly sales and retention targets.

Key Competencies:

• Customer First mindset
• Sales and negotiation skills
• Conflict resolution
• Active listening
• Target orientation
• Relationship building