Insurance sales

Key Responsibilities:

• Process insurance claims accurately as per defined procedures and guidelines.
• Review and investigate claims and take appropriate action based on process requirements.
• Handle customer calls and provide appropriate assistance.
• Ensure compliance with established policies, procedures, quality standards, and audit parameters.
• Meet defined SLA, quality, productivity, and performance targets.
• Maintain accuracy and attention to detail while processing claims.
• Take ownership of assigned tasks and deliverables.
• Coordinate effectively with team members, supervisors, and relevant departments.
• Maintain regular attendance and follow shift schedules and organizational policies.
• Continuously develop process knowledge and improve skills.
• Maintain professional communication and relationships with internal and external stakeholders.

Key Skills:

English Communication | Customer Service | Claims Processing | Attention to Detail | Problem Solving | Teamwork | Process Adherence | Time Management | Quality & SLA Management

Role Description

This is a full-time, on-site role for an Inside Sales Executive located in Noida. The Inside Sales Executive will be responsible for lead generation. The role includes identifying sales opportunities, managing client relationships, and achieving sales targets. The individual will work closely with the sales team to ensure a seamless sales process and contribute to overall business growth.

Qualifications

• Inside Sales and Lead Generation skills
• Excellent Communication and Customer Service skills
• Proven track record in Sales.
• Good experience in core sales, direct sales, ed. tech sales
• Strong organisational and time management abilities
• Ability to work in a fast-paced, on-site environment
• Experience in brokerage is a plus.
• Experience in the logistics or transportation industry is a plus
• Bachelor's degree in Business, Marketing, or a related field.
• Monitor daily sales activities, pipelines, and performance metrics of the team 
• Develop and implement sales strategies to improve conversion rates and revenue.

We are looking for Receptionist/ Customer care cum Business Development Executive for our E commerce business. This is remote job which can be done from home.

Position Summary

We are seeking highly motivated and customer-oriented professionals for the role of Customer Support Executive for an International Voice and Non-Voice Process. The ideal candidate will have excellent communication skills, a problem-solving mindset, and a passion for delivering a top-tier customer experience.

Key Responsibilities

• Manage customer interactions via phone, email, or chat in a professional and timely manner.
• Resolve customer queries, issues, or complaints with accuracy and empathy.
• Maintain detailed records of customer interactions in the system.
• Collaborate with internal teams for escalations and resolution follow-ups.
• Uphold service quality standards and contribute to continuous improvement.

Qualifications & Requirements

• Education: 12th Pass, Diploma, Graduate, or Postgraduate
• Experience: Freshers and experienced professionals (up to 3 years) are encouraged to apply

Skills:

• Excellent verbal and written communication in English
• Strong interpersonal and problem-solving skills
• Basic computer proficiency (MS Office, typing skills)
• Ability to work in a fast-paced, team-oriented environment
• Willingness to work in rotational shifts (including night shifts)

Perks & Benefits

• Competitive salary with performance-based incentives
• Night shift allowances and cab facility
• One-time complimentary meal during shifts
• Opportunities for internal growth and role advancement
• Exposure to international client processes and professional development

Location: Goregaon, Mumbai

Job Type: Full-Time

Experience: 5+ Years

Industry: Event Management

Job Summary

We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.

Key Responsibilities

• Serve as the primary point of contact for clients.
• Build and maintain long-term client relationships.
• Understand client objectives and communicate requirements to internal teams.
• Coordinate across multiple departments to ensure timely project execution.
• Manage client expectations and provide effective solutions when needed.
• Track project progress and maintain regular communication with stakeholders.
• Prepare account status reports and post-project reviews.
• Identify opportunities to expand and strengthen existing client accounts.
• Address client concerns promptly and ensure high satisfaction levels.
• Stay informed about industry trends and market developments.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
• Minimum 5 years of experience in client servicing, account management, or a similar role.
• Strong relationship management and stakeholder handling skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in MS Office and CRM tools.

Preferred Skills

• Strong problem-solving and organizational abilities.
• Detail-oriented with a proactive approach.
• Ability to work in a fast-paced environment and meet deadlines.
• Professional and customer-focused mindset.

Benefits

• Competitive compensation package.
• Career growth and development opportunities.
• Collaborative and professional work environment.
• Exposure to diverse and challenging projects.

Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.

Key Responsibilities

1. Generate leads and make cold calls and reference calls to arrange a meeting for discussion.
2. Develop a growth strategy to bring financial gains and delighting clients.
3. Suggest ways and means to endorse the products and services of the organization.
4. Keep a close tab on the strategic moves made by the competitors.
5. Maintain and manage records of sales, revenue, collections, invoices and others.
6. Build long-term association with the existing clients and prospects.
7. Nurture the subordinates to turn into thorough professionals.
8. Prepare bespoke sales contracts
9. Attend conferences, exhibitions and fairs to promote the company’s offerings.
10. Develop new markets and regions to promote the products and services of the organization.
11. Align personal goals with the vision and key objectives of the organization.

Key Attributes

1. Excellent communication skills and interpersonal skills.
2. Thorough knowledge of the products and services and about the markets.
3. Flair to research and keep a tab on changing trends.
4. Ability to build relationships
5. Good Listener.
6. Absolute Professional attitude
7. Effective Negotiation skills.
8. Willing to travel and must possess two/four-wheeler
9. Inspiring team player
10. A true go getter
11. If you feel that you may handle the responsibilities most efficiently and effectively and possess the characteristics mentioned, we would love to hear from you.

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

Job Summary

We are looking for a customer-focused Customer Support Executive to handle customer queries and provide timely assistance across chat, calls, and email channels. The candidate will be responsible for resolving customer concerns, providing accurate product and service information, following up on pending issues, and ensuring a smooth and satisfactory customer experience on the Aura Gold platform.

Key Responsibilities

1. Customer Query Handling

• Handle customer queries through live chat, phone calls, emails, and other communication channels.
• Provide accurate information about Aura Gold products, digital gold transactions, purchases, sales, withdrawals, and delivery services.
• Assist customers with account registration, KYC verification, payment processes, and app-related queries.
• Ensure responses are clear, professional, personalised, and customer-friendly.
• Maintain timely responses and follow up with customers to ensure their queries are addressed.

2. Transaction & Payment Support

• Assist customers with payment-related concerns, including failed, pending, or successful transactions.
• Handle queries related to money debited but gold not credited.
• Support customers with Autopay registration, activation, cancellation, and transaction-related issues.
• Follow up on pending refunds, sell transactions, and withdrawal payouts.
• Coordinate with the relevant internal teams to resolve transaction discrepancies.

3. Gold Purchase, Sell & Delivery Support

• Assist customers with queries related to gold purchase, selling, and withdrawal processes.
• Provide updates on gold transaction status and applicable processes.
• Handle customer queries regarding physical gold redemption and delivery status.
• Follow up on delayed, missing, or incorrect gold deliveries.
• Ensure customers receive proper guidance throughout the transaction and delivery process.

4. Customer Issue Resolution & Escalation

• Understand customer concerns and provide appropriate resolutions within the defined timelines.
• Handle dissatisfied customers professionally and maintain a calm, solution-oriented approach.
• Escalate unresolved or critical issues to the Customer Support Lead.
• Coordinate with Payments, Technology, Product, Vault, Delivery, and other relevant teams for issue resolution.
• Immediately report suspicious transactions or suspected fraudulent activities to the concerned team.
• Maintain proper records of customer complaints, escalations, and resolutions.

5. Customer Follow-ups & Engagement

• Conduct regular follow-ups with customers regarding pending queries, transactions, and complaints.
• Make outbound calls to customers wherever required for issue resolution and service updates.
• Follow up with customers for Autopay activation and successful registration.
• Reach out to customers for feedback and assistance based on business requirements.
• Follow up on negative customer reviews and support efforts to improve customer satisfaction.

6. Customer Feedback & Quality

• Maintain a high standard of customer service across all communication channels.
• Follow approved SOPs, communication guidelines, and response templates.
• Avoid repetitive or irrelevant copy-paste responses and ensure personalised communication.
• Collect customer feedback and highlight recurring concerns to the Customer Support Lead.
• Maintain professional communication and ensure customer information is handled confidentially.

7. Documentation & Reporting

• Maintain accurate records of customer interactions, complaints, follow-ups, and resolutions in the CRM or ticketing system.
• Update ticket status and ensure no customer query remains unattended.
• Prepare daily activity reports and share pending issues with the reporting manager.
• Follow the defined shift schedule, attendance requirements, and support processes.

Key Performance Indicators (KPIs)

• First Response Time (FRT)
• First Contact Resolution (FCR)
• Customer Satisfaction (CSAT)
• Number of Customer Queries Resolved
• Query Resolution TAT
• Call & Chat Quality Audit Score
• Autopay Follow-up and Activation
• Customer Review Follow-ups
• Pending Ticket and Escalation Management
• Customer Feedback and Service Quality

Key Skills & Competencies

• Excellent verbal and written communication skills.
• Strong customer-handling and interpersonal skills.
• Ability to understand customer concerns and provide effective solutions.
• Good problem-solving and analytical abilities.
• Patience and empathy while handling difficult or dissatisfied customers.
• Ability to multitask and manage multiple customer queries simultaneously.
• Good attention to detail and follow-up skills.
• Ability to work in a fast-paced, customer-oriented environment.
• Basic knowledge of UPI, digital payments, payment gateways, and KYC processes.
• Familiarity with CRM, ticketing, and chat-support tools such as Freshdesk, Zendesk, Intercom, or similar is an added advantage.
• Basic knowledge of MS Excel or Google Sheets.

Job Requirements: • Good communication and interpersonal skills. • Visit medical colleges for sales promotion and data collection. • Drive sales through warm calling, student engagement, and course promotion. • Close deals and achieve assigned sales targets. • Handle student queries and coordinate with students, faculty, and parents. • Follow up on course fee payments. • Travel across Hyderabad for college visits and marketing campaigns. • Visit our Chennai branch twice a month for meetings. 

We are looking for a Telesales Executive to join our team at company. This role involves handling calls, providing exceptional customer support, and addressing queries and concerns related to Loan/ Credit Card. The role offers ₹19,000 - ₹30,000 and a dynamic environment with opportunities for growth.

Key Responsibilities:

• Handle customer calls in a professional and efficient manner
• Address customer queries, concerns, and complaints with a problem-solving approach
• Maintain accurate records of customer interactions and follow-ups
• Provide timely and relevant information to customers to resolve their issues
• Work collaboratively with other teams to escalate and resolve complex issues
• Meet performance targets, including call handling time, customer satisfaction, and issue resolution rates

Job Requirements:

The minimum qualification for this role is 12th Pass and 0 - 4 years of experience. You will be responsible for resolving customer complaints, offering relevant information, and escalating complex issues to the appropriate department when necessary. Candidates must be open to a 6 days working week during the Day shift.