Customer Care 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 Responsibilities Act as the primary point of contact for clients regarding investments and account-related queries Assist customers with onboarding, documentation, and KYC processes Handle queries related to mutual funds, portfolios, transactions, and statements Resolve customer issues promptly via phone, email, and chat Coordinate with internal teams (operations, advisors, compliance) for issue resolution Maintain accurate records of customer interactions in CRM systems Provide timely follow-ups and proactive customer communication Required Skills & Qualifications Bachelor’s degree in Finance, Business, Commerce, or related field 1–3 years of experience in customer support, banking, or wealth management Basic knowledge of mutual funds, investments, and financial markets Excellent verbal and written communication skills Strong problem-solving and interpersonal abilities Comfortable using CRM tools and MS Office Customer-centric attitude with attention to detail