Team Leader Neha - Customer Support Dashboard | Finotern

Finotern

Empowering Financial Growth

Team Leader – Neha (Customer Support & Training Dashboard)

"Helping candidates grow in telecalling, KYC, banking & demat support."

Work Timing: 10:00 AM – 7:00 PM
(Lunch: 2:00 PM – 3:00 PM)

Training & Resource Tools

šŸ“ž Telecalling & Customer Handling Training

šŸ¦ KYC & Bank Account Opening

Use this link to guide users through Airtel Payments Bank account opening process.

Open Airtel Bank

šŸ“Š Demat Account (Angel One & Upstox)

Open Angel One
Open Upstox
Training Points:
  • Guide users through KYC document verification
  • Explain demat account benefits and features
  • Assist with mobile app download and setup
  • Help with bank account linking process
  • Provide support for initial trading queries

Quick Resources

šŸ“ Submit Final Confirmation

Submit final confirmation details through our Google Form.

šŸ“§ Email Work by Customer Support

Cold email template for Airtel Payments Bank account opening - Ready to copy and use.

šŸ’” Quick Tips for Customer Support

Customer Support Best Practices:
  • Always greet customers warmly and professionally
  • Listen actively and ask clarifying questions
  • Share the appropriate links based on customer needs
  • Follow up to ensure successful account opening
  • Document all interactions for quality assurance