1. Work on the tickets assigned by quality analyst.
2. Handle clients accounts resolve client in and out quires , maintain client relation.
3. Addressing tickets resolved & closed in timely manner with proper resolution.
4. Responsible end-to-end status of the ticket and eventually in quality customer service.
5. Understanding the client queries and responds through mail and calls effectively.
6. Individually responsible for all Pending status.
7. Maintaining tickets record , MIS reports and individual performance reports.
Optimum Financial Solutions Pvt. Ltd. also called as OFSPL is an IT Firm Catering to Financial Intermediaries and was founded in the year 2012 with an Aim to Provide Single Application for All Technology needs of Financial Intermediaries through its Cloud Based Solutions for Wealth Management, Portfolio Tracker, Financial Planning & Customer Relationship Management Modules helping to do business efficiently, avoid Data Duplication and Improve Productivity.