Customer Support Executive

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.Key ResponsibilitiesAct as the primary point of contact for clients regarding investments and account-related queriesAssist customers with onboarding, documentation, and KYC processesHandle queries related to mutual funds, portfolios, transactions, and statementsResolve customer issues promptly via phone, email, and chatCoordinate with internal teams (operations, advisors, compliance) for issue resolutionMaintain accurate records of customer interactions in CRM systemsProvide timely follow-ups and proactive customer communicationRequired Skills & QualificationsBachelor’s degree in Finance, Business, Commerce, or related field1–3 years of experience in customer support, banking, or wealth managementBasic knowledge of mutual funds, investments, and financial marketsExcellent verbal and written communication skillsStrong problem-solving and interpersonal abilitiesComfortable using CRM tools and MS OfficeCustomer-centric attitude with attention to detail