West Bengal Senior customer service Jobs – 372 Open Jobs Today

Senior Executive - Back office
PRABIN AGARWAL EMPOWERING INVESTMENTS —Shiliguri, West Bengal
- ₹40,000 - ₹50,000 a month
- Full-time
- Microsoft Excel
- English
- Business development
- Paid time off
Quick apply
3d
Delivery Manager
Unified Infotech —Kolkata, West Bengal
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Warehouse Co Ordinator 1 year contract
TD Synnex —Dharmatala, Kolkata, West Bengal
- Full-time
- English
- Microsoft Office
- Bachelor's degree
Sales Manager - International Outbound Process
SALESCOM SERVICES —Unknown, West Bengal
- ₹7,40,000 - ₹8,20,000 a year
- Remote
- CRM software
- Travel
- Training & development
- Health insurance
Quick apply
Cluster Head
GoWith Green E-Vehicles Pvt Ltd —Baidyabati, West Bengal
- ₹40,000 - ₹70,000 a month
- Full-time
- Sales
- Business development
- In-person
- Cell phone reimbursement
Quick apply
3d
Senior Executive – Operations
The PDP Group —Brace Bridge, Kolkata, West Bengal
- ₹20,000 - ₹35,000 a month
- Full-time
- English
- Microsoft Office
- Bachelor's degree
Quick apply
Senior Associate
ITC Limited —Hatisala, West Bengal
- Full-time
- ERP systems
- English
- Finance
3d
senior Accountant - Tanishq -Krishnanagar -Karuna Group
karuna group of companies —Krishnanagar, West Bengal
- ₹35,000 - ₹45,000 a month
- Full-time
- Analysis skills
- In-person
- Communication skills
- Cell phone reimbursement
- Paid sick time
Quick apply
11d
Senior Business Development Manager
Allied Digital Services Ltd —Salt Lake, Kolkata, West Bengal
- ₹10,00,000 - ₹15,00,000 a year
- Full-time
- Sales
- English
- Master's degree
- Health insurance
- Cell phone reimbursement
Quick apply
Shopping Centre Manager
Rdb —Kolkata, West Bengal
- ₹30,940.24 - ₹50,061.64 a month
- Full-time
- Schematics
- English
- Bachelor's degree
Quick apply
New Business Development Manager - From Logistics Only
Crystal Group —Kolkata, West Bengal
- ₹15,00,000 - ₹24,00,000 a year
- Full-time
- Sales
- Business development
- Bachelor's degree
- Health insurance
Quick apply
10d
Assistant Manager
Nextstep Solutions —Kolkata, West Bengal
- ₹40,000 - ₹50,000 a month
- Full-time
- Customer service
- Microsoft Office
- Master's degree
- Paid time off
- Paid sick time
Quick apply
Assistant Manager
Nextstep Consultancy Services —Kolkata, West Bengal
- ₹40,000 - ₹50,000 a month
- Full-time
- Customer service
- Microsoft Office
- Master's degree
- Paid time off
- Paid sick time
Quick apply
MICE Operations
Victoria Travels Private Limited —Kalighat, Kolkata, West Bengal
- ₹35,000 - ₹75,000 a month
- Full-time
- Customer service
- Master's degree
- Bachelor's degree
- Health insurance
- Cell phone reimbursement
Quick apply
1d
Tele Collection Executive
House Of Edtech —Kolkata, West Bengal
- Up to ₹3,00,000 a year
- Full-time
- CRM software
- Sales
- English
Quick apply
Senior Talent Acquisition Specialist
Salescom Services —Kolkata, West Bengal
- ₹5,00,000 - ₹7,00,000 a year
- Full-time
- English
- Recruiting
- In-person
- Commuter assistance
- Health insurance
Quick apply
10d
Customer Care Executive
Cariva —Salt Lake, Kolkata, West Bengal
- ₹18,000 - ₹30,000 a month
- Full-time
- Customer service
- English
- 12th Pass
- Health insurance
Quick apply
10d
Senior Customer Service Executive-Freight Forwarding
Transmarine Cargo Services Pvt Ltd —Kolkata, West Bengal
- ₹25,000.92 - ₹40,000.34 a month
- Full-time
- English
- Microsoft Office
- Computer networking
- Health insurance
Quick apply
9d
Business Development Manager (No of vacancy: 2)
Desun Technology —Baghajatin, Kolkata, West Bengal
- ₹4,50,000 a year
- Email
- Master's degree
- Business development
- Bachelor's degree
- Paid time off
- Paid sick time
Senior Analyst
MOL Information Technology —Salt Lake, Kolkata, West Bengal
- ₹10,00,000 - ₹20,00,000 a year
- Full-time
- PMP
- Analysis skills
- Presentation skills

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Senior Executive - Back office

PRABIN AGARWAL EMPOWERING INVESTMENTS
Shiliguri, West Bengal

Quick apply

Job details

Permanent | Full-time
₹40,000 - ₹50,000 a month
3 days ago

Benefits

Paid time off

Qualifications

Microsoft Excel
Customer retention
Bengali
English
Business development
Bachelor's degree
Problem-solving
Relationship management
Hindi
Communication skills
Banking

Full job description

Job Position : Senior Executive - Back Office

Salary: ₹40,000 – ₹50,000 per month
Location: Siliguri, West Bengal
Work Mode: In-office
Experience: 1–5 years

About the Role

Prabin Agarwal — Empowering Investors, an AMFI-registered Mutual Fund Distributor based in Siliguri, is looking for an experienced personnel to manage and grow relationships with existing investors and clients.

The role focuses on client relationship management, investor servicing, mutual fund distribution, SIP servicing, client retention, investment products, business development and relationship-based sales.

Candidates with experience in banking, financial services, mutual funds, insurance, NBFCs, wealth management, retail banking or customer relationship management are encouraged to apply.

Key Responsibilities

· Manage an assigned portfolio of existing clients and investors.

· Build and maintain strong customer relationships through regular calls, meetings, WhatsApp and office interactions.

· Act as the primary contact for client servicing and investor relationship management.

· Understand client requirements and coordinate with internal teams for timely resolution.

· Explain mutual fund products, investment products, SIPs, transactions, KYC, documentation and digital platforms in simple language.

· Conduct regular follow-ups regarding SIP investments, additional investments, transactions and investor service requirements.

· Focus on client retention and long-term relationship management.

· Identify opportunities for SIP increases, additional investments and cross-selling of relevant investment products.

· Generate and follow up on client referrals.

· Build relationships with newly onboarded investors.

· Conduct regular client meetings and relationship reviews.

· Coordinate with operations, back-office and senior relationship management teams.

· Maintain accurate records of client interactions, meetings, follow-ups and pending requirements.

· Track assigned business development and relationship management KPIs.

· Ensure timely closure of client queries and service requirements.

· Maintain complete confidentiality of client and investor information.

· Follow internal processes and applicable regulatory and compliance guidelines.

Candidate Requirements

· Graduate in any discipline.

· 1–5 years of experience in Relationship Management, Banking, Financial Services, Mutual Funds, Insurance, NBFC, Wealth Management, Retail Banking or Client Servicing.

· Candidates currently working as Relationship Managers, Relationship Officers, Personal Bankers, Client Relationship Managers, Banking professionals are encouraged to apply.

· Experience managing an existing customer/client portfolio will be preferred.

· Strong communication, interpersonal and relationship-building skills.

· Good command of Hindi and English.

· Knowledge of Bengali will be an advantage.

· Comfortable interacting with customers/investors from different age groups.

· Strong follow-up and client servicing skills.

· Comfortable working with business and relationship management targets.

· Basic knowledge of Microsoft Excel, Email, CRM and digital platforms.

· Willingness to learn about mutual funds, SIPs and investment products.

· Strong ownership and ability to coordinate with multiple internal departments.

Preferred Candidate Profile

We especially welcome candidates who have:

· Worked in Banking, NBFC, Mutual Funds, Insurance or Financial Services.

· Managed an existing customer/client portfolio.

· Experience in Relationship Management and Client Servicing.

· Experience with customer retention, cross-selling, referrals or business development.

· Regularly interacted with customers through calls and face-to-face meetings.

· Strong knowledge of customer relationship management.

· A disciplined approach to follow-ups and client servicing.

· Interest in building a long-term career in Banking, Financial Services and Mutual Fund Distribution.

Working Hours

Monday to Friday: 9:30 AM – 7:00 PM
Saturday: 9:30 AM – 2:30 PM
Lunch Break: 3:30 PM – 4:30 PM

Work Location: Siliguri, West Bengal
Work Mode: In-office

Immediate and early joiners will be preferred.

How to Apply
Interested candidates can share their updated CV
WhatsApp: 9733073333

Pay: ₹40,000.00 - ₹50,000.00 per month

Benefits:

Paid time off

Application Question(s):

Do you have experience in Mutual Funds, Banking, or Financial Services?

Education:

Bachelor's (Preferred)

Work Location: In person

Quick apply

Refine Your Search

senior customer service jobs in west bengal

Senior Executive - Back office

Delivery Manager

Warehouse Co Ordinator 1 year contract

Sales Manager - International Outbound Process

Cluster Head

Senior Executive – Operations

Senior Associate

senior Accountant - Tanishq -Krishnanagar -Karuna Group

Senior Business Development Manager

Shopping Centre Manager

New Business Development Manager - From Logistics Only

Assistant Manager

Assistant Manager

MICE Operations

Tele Collection Executive

Senior Talent Acquisition Specialist

Customer Care Executive

Senior Customer Service Executive-Freight Forwarding

Business Development Manager (No of vacancy: 2)

Senior Analyst

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