Company Description
Legacy Haven simplifies the investment journey, offering expert wealth management and investment services. The organization provides seamless access to its services through the Legacy Haven app, available on Android and iOS platforms. Our mission is to empower individuals in achieving their financial goals with ease and confidence. Legacy Haven is dedicated to delivering innovative financial solutions and exceptional support to its clients.
Role Description
This is a full-time, on-site Telecaller role based in Delhi, India. As a Telecaller, you will engage with clients to provide information about financial services, address customer inquiries, and support clients in using the Legacy Haven app. Your responsibilities include managing outbound and inbound calls, building strong customer relationships, and maintaining accurate records of customer interactions. Additionally, you will work closely with the team to ensure high customer satisfaction and contribute to the company's success.
Qualifications
- Excellent communication, interpersonal, and active listening skills
- Proficiency in customer relationship management and problem-solving
- Ability to handle multiple tasks and maintain attention to detail
- Strong organizational and time-management abilities
- Basic knowledge of financial services and investment products is a plus
- Proficiency in relevant software and tools, including Microsoft Office
- Confidence in explaining and promoting digital applications
- High school diploma or equivalent; a degree in business, finance, or a related field is advantageous
