InstaFinancials is seeking a proactive and customer-centric Customer Success Executive to assist our clients with platform queries, feature navigation, and resolution of service-related concerns. This role requires strong communication skills in English and Hindi, a helpful attitude, and a foundational understanding of financial and compliance data. You will be the first point of contact for users, ensuring a seamless support experience.
Key Responsibilities:
Customer Communication & Support
Provide professional and efficient support via
email, chat, and phone
.
Take full ownership of customer issues, ensuring timely resolution.
Troubleshoot and resolve customer concerns by coordinating with internal teams.
Maintain high customer satisfaction by delivering prompt and effective solutions.
Escalate unresolved issues to the appropriate teams and follow up for resolution.
Coordination & Follow-up
Coordinate with internal teams to ensure timely resolution of customer issues.
Provide feedback on recurring problems to improve support processes.
Maintain service quality and follow up on pending or unresolved cases.
Customer Education & Documentation
Educate clients on report interpretation, company data access, and platform features.
Assist in preparing support content such as FAQs and how-to documents.
Skills & Competencies:
Fluency in English and Hindi (both verbal and written) - mandatory
Excellent interpersonal and communication skills
Basic understanding of company financials, compliance terms, and reports
Familiarity with MS Office (Excel, Word, Outlook)
Experience using CRM/helpdesk tools is an advantage
Ability to multitask, prioritize, and remain calm under pressure
Willingness to learn and take ownership of customer satisfaction
Educational Qualifications & Experience:
Education: Bachelor's degree in Commerce (B.Com) or any finance-related discipline
Experience: 0-2 years in customer support, service desk, or client-facing roles
Languages Required:
English: Must (read, write, speak)
Hindi: Must (speak, understand)