Customer Service Executive

Taurus Mutual Fund was amongst the first few private sector Mutual Funds to be registered with SEBI. It recently completed 30 years in its journey of creating wealth for its investors.

Taurus is a unique equity-only fund house that continuously strives to strengthen its offerings with more & more innovative schemes designed on the basis of years of expertise, market knowledge & research. With a commitment to excellence and a focus on innovation, we strive to provide sustainable returns and create long-term value for our investors. As part of our dynamic team, you will have the opportunity to contribute to the growth and success of Taurus Mutual Fund while advancing your career in the financial industry.

Taurus Mutual Fund has established its presence across all demographics and its distribution network is strongly supported by more than 6000 business associates.

Salary : Upto 4 LPA
Notice Period : Immediate - 15 Days
Location ( WFH/WFO) : Gurugram- WFO
Interview process ( Virtual/ On-Site ) : Ist round- Virtual 2nd round- F2F
No. of Interview Rounds : 2 rounds of interviews
Total and Relevant year of experience : 1-5 Years

As a Customer Service Executive, your primary responsibility will be to provide attend to walk-in investors, resolve queries as received via calls or emails and ensuring all transactions as received are complete and processed in time. The person will serve as first point of contact for the investors, prospects, and Independent Financial Advisors (IFAs)/Distributors of Taurus Mutual Fund.

Area of responsibilities:
1. Customer Support: Provide prompt and courteous assistance to investors regarding their existing mutual fund investments, transactions, documentation, and any new product information.
2. Resolution of Queries: Address investor complaints, concerns, and enquiries effectively,
ensuring timely and satisfactory resolution.
3. Communication: Communicate with investors via phone, email, and with walk-in investors
4. Documentation: Manage documentation of investors with respect to purchases, redemptions, SIP’s or any changes in their existing records.
5. Cross-Selling: Identify opportunities to promote additional products and services to investors/prospects as needed.
6. Voice of Investors: Feedback as received from investors regarding their experience with our services and shared with the relevant teams

Qualification:

• Graduation- B. Com/BBA/ Finance preferred.
• NISM-5A certification mandatory.
• Minimum 1 year experience in investor service role, preferably in the financial services industry or mutual fund sector.
• Excellent communication skills, both verbal and written, with a customer-centric approach.
• Knowledge of mutual fund products, investment concepts, and regulatory compliance is a plus.