Job Description

Job Title: Operations Executive-Investment-Surat-30k
Experience Required: Minimum 1-3 years in operations or administrative roles
Salary: 25k - 30k
Industry: Investment Advisory
Role Overview
We are seeking a proactive Smallcase Operations Executive & Customer Support Specialist to join our growing team. The role involves managing client communications, coordinating webinars and engagement events, optimizing operational efficiency, and automating communication workflows using Salesforce CRM.
You will play a key role in enhancing the overall customer experience and ensuring seamless execution of Smallcase-related activities.
Key Responsibilities
Customer Support & Engagement
Handle client queries through calls, emails, and WhatsApp.
Ensure high levels of client satisfaction, retention, and engagement.
Collect and analyze customer feedback to identify improvement opportunities.
Support the continuous enhancement of Smallcase offerings and processes.
Event & Webinar Coordination
Organize and manage client engagement events and meet-and-greet sessions.
Conduct and host Zoom webinars, manage invitations, and maintain attendance records.
Coordinate with the team for event communication and follow-ups.
Salesforce Utilization & Automation
Learn and manage Salesforce CRM for bulk mailing and WhatsApp communication.
Create and automate email workflows, and track their performance.
Optimize Salesforce processes to improve customer communication efficiency.
Smallcase Management
Maintain and update operational data including discounts, refunds, distributions, webinar links, rebalance reports, Google Forms, response sheets, and mailing lists.
Draft and manage client communications (emails, WhatsApp messages, announcements).
Contribute ideas to improve and streamline Smallcase services and operations.
Key Skills & Qualifications
Experience: 1-3 years in customer support, operations, or financial services.
Education: Graduate in Commerce, Finance, or related field preferred.
Strong communication, coordination, and problem-solving skills.
Familiarity with Salesforce CRM, Zoom, and WhatsApp Business tools is an advantage.
Ability to multitask, manage data, and automate workflows efficiently.
Detail-oriented, tech-savvy, and customer-focused mindset.

Skills Required