Customer Support Executive

Job Description

REQUIREMENTS

• Minimum 1–3 years of experience in Relationship Management, Sales, Customer Service, or the Financial Industry is preferred.
• Fluency in English and Hindi is mandatory. Additional languages will be an advantage.
• Excellent communication, interpersonal, and relationship management skills.
• Strong negotiation and client servicing abilities.
• Ability to work in a target-driven and fast-paced environment.
• Self-motivated, confident, and customer-oriented personality.
• Professional appearance and positive attitude.
• Good organizational and time management skills.
• Basic knowledge of CRM software and Microsoft Office applications will be an advantage.
• Ability to build trust and maintain long-term client relationships.

Preferred

• Passion for client relationship management and business development.
• Strong customer service orientation.
• Positive, energetic, and proactive attitude.
• Quick learner with a willingness to develop product and market knowledge.
• Ability to work independently as well as collaboratively within a team.
• High level of integrity, professionalism, and confidentiality.
• Strong work ethic with commitment to achieving business objectives.

RESPONSIBILITES

• Build and maintain strong relationships with new and existing clients.
• Act as the primary point of contact for clients, addressing their queries and providing timely support.
• Promote the company’s financial products and services to prospective and existing clients.
• Identify opportunities for cross-selling and upselling company products and services.
• Assist clients with account opening, onboarding, and documentation processes.
• Conduct regular follow-ups with clients to ensure engagement and satisfaction.
• Achieve individual monthly, quarterly, and annual business targets.
• Maintain accurate records of client interactions and activities using CRM systems.
• Coordinate with Sales, Customer Support, Compliance, and Operations teams to ensure seamless client servicing.
• Stay updated on financial market trends, company products, and industry developments.
• Ensure all client interactions comply with company policies and applicable regulatory requirements.
• Deliver exceptional customer service while building long-term client relationships and loyalty.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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