Customer Service Representative
Wealthy
This is a semi-voice process where you will interact with partners and customers through various support channels including HelpDesk, emails, phone, and social media platforms. You will provide information on products and services and resolve customer issues to ensure high customer satisfaction.
Key Responsibilities
- Receive incoming calls from Partners and Customers and resolve their queries/complaints.
- Respond to queries/complaints from Partners, Customers, and RMs via tickets/chats.
- Make outbound calls to RMs, Partners, and Customers as needed.
- Explain/Educate RMs, Partners, and Customers on our tools and products.
- Provide exceptional Partner/Customer service.
Requirements & Tech Stack
- Good verbal & written communication skills.
- Minimum 30 words per minute typing speed.
- Good telephone etiquette.
- Ability to follow SOPs and scripts.
- Fluency in English and Hindi.
- Willingness to work in rotational shifts & week offs.
- Work Location: HSR Layout, Bangalore.
Qualifications
- Minimum 0-1 years of customer support experience in the Banking & Financial Services sector.
- Knowledge of financial products such as MF, Insurance, and stocks.
- Experience in MF, KYC, or stock broking operations.
- Fluency in more languages will be a plus.






