Job Description

Responsibilities Make outbound calls to existing / potential customers. Address customer inquiries and provide information about Mutual Fund products or services. Resolve customer issues or complaints in a professional and timely manner. Upsell or cross-sell products or services to increase sales revenue. Keep accurate records of all customer interactions and update the customer database. Follow up with customers to ensure satisfaction and encourage repeat business. Provide feedback to the customer service team regarding customer concerns or trends. Adhere to company policies and procedures during customer interactions.