1. Communicate effectively with clients via phone, email, and chat, addressing inquiries, resolving issues, and providing assistance with account-related activities.
2. Assist clients with account openings, closures, transfers, and other account maintenance tasks, ensuring compliance with regulatory requirements and company policies.
3. Investigate and resolve client complaints and concerns in a timely and professional manner, escalating issues to management when necessary to ensure client satisfaction.
4. Maintain accurate records of client interactions, transactions, and account activities in our CRM system, ensuring data integrity and confidentiality.
A financial powerhouse! That's what Bonanza is for you! Established in the year 1994, Bonanza developed into one of the largest financial services and broking houses in India within a short period. Today, Bonanza is the fastest-growing financial service with 10 mega group companies under it. With diligent effort, acknowledged industry leadership, and experience, Bonanza has spread its trustworthy expertise all over the country with a PAN-India presence across more than 1784 outlets spread across 560 cities.
