Job Description

The Upstox Story:

Upstox is one of India's leading Fin-Tech companies with a mission to simplify trading & investing to make it easily accessible to the masses. We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our state-of-the-art trade & investment platform and commission-free pricing. We offer numerous asset categories to invest in, like Stocks, IPOs, Mutual Funds, and more.

By focusing on our customers’ needs and equipping them with personalized yet powerful tools, we witnessed a steep growth of 800% in our customer base from 25 Thousand in 2017 to 2 Lakh in 2019. With 1500% growth in 2020, currently, over 11 million customers trust us with their investment decisions, thus setting us on the course to become an industry-leader in the country.

Our mission is simple - to break down the complexities of investing and make it more effortless, accessible, affordable, and easy for the masses to adopt. This key principle when infused with intuitive design and leading-edge technology will help us empower every Indian to take control of their investments.

RKSV Securities was founded by Ravi Kumar and Shrinivas Viswanath in 2009 and was soon graced by Kavitha Subramanian as the third co-founder in 2016. Backed by Ratan Tata, Upstox had raised $4 million in Series A funding in early 2016 that was led by Kalaari Capital. The Series B funding round scaled multifold and witnessed an investment of $25 million by US-based investment firm - Tiger Global Management in September 2019.

We have a team of highly skilled technology and finance professionals, and are currently looking for highly motivated field experts to be part of our high-energy team.

Job Title & Description - Senior Analyst, Customer Success (Experience: 3-5 years)

• Run analytics on user tickets aided by multiple customer service tools.
• Create customer service templates (Help Centre Articles, SOPs, Canned Response) as per the product changes, market evolution & user requirements.
• Work closely with the Product Managers, Customer Success & Operations team to ensure consistent flow of information & insights between the customers and internal teams.
• Draft periodic reports on the product segments owned for recommendations to internal teams.

Required Skills-
In-depth understanding of the online trading/stock broking industry, user segments, product features and current players
Excellent written & verbal communication
Analytical ability Structured thinking
Customer empathy

KPIs
Analytical output from customer tickets
Strength of insights/recommendations to internal teams
Ability to work closely with counterparts (Product, Operations, Tech etc.)
Quality of customer service deliverables (Articles, SOPs, Canned Response)

Psst… tips on how you can beat the competition:

If you can showcase your abilities to:· Be self-driven / quick starter· Have an ownership mindset· Aggressively drive and deliver results