Role Overview
The Customer Support Executive will be responsible for handling investor queries related to Bonds and Fixed Income products, ensuring seamless onboarding, accurate reporting, and timely resolution of customer concerns.
Key Responsibilities
- Handle inbound and outbound customer queries via Calls, Emails, WhatsApp, and CRM systems
- Ensure timely and accurate resolution of queries within defined TAT
- Maintain high customer satisfaction levels through professional communication
- Action and close CS demand tickets efficiently
- Maintain and share Daily Transaction Data and Inflow Reports
- Update and track Onboarding Data and documentation
- Prepare Activity Reports, Join Meeting Reports, and Client Meeting records
- Process reimbursement files and resolve RM queries
- Provide Ad Hoc reports as requested by Management
- Coordinate with Sales, Operations, and Compliance teams for smooth issue resolution
- Ensure accurate CRM updates and proper documentation at all times
Required Skills
- Basic knowledge of Bonds / NCDs / Fixed Income products
- 1.53 years of experience in Customer Support (BFSI preferred)
- Good verbal and written communication skills
- Proficiency in MS Excel and CRM tools
- Strong follow-up and coordination skills
