Job Description

Customer Support Executive - Investment Management

We're looking for enthusiastic, quick-learning individuals with strong communication skills to join our team as Customer Support Executives. In this role, you'll help clients understand their investment options, provide world-class support, and grow your expertise in the investment management domain.

Key Responsibilities

Engage with clients through scheduled calls and meetings to understand their needs Deliver prompt and effective customer support while resolving client queries Explain investment products and solutions in clear, simple terms Assist clients with planning short-term and long-term financial goals Take part in client engagement and retention initiatives Manage client onboarding, documentation, and post-service support Collaborate with team members to ensure seamless client experiences

Qualifications & Skills

Open to fresh graduates and experienced professionals Excellent communication and interpersonal skills Quick learner with the ability to adapt to new processes Team-oriented, proactive, and passionate about sales and client service Basic decision-making and problem-solving abilities Interest in finance or investment products is a plus

What We Offer

Comprehensive training in investment products and customer service A supportive and collaborative work environment Opportunities for career advancement and professional growth Exposure to the financial services and investment advisory industry
Job Type: Full-time

Pay: ₹15,000.00 - ₹18,000.00 per month

Work Location: In person