Customer Service Executive

Job Description:
Customer Support at Equentis Wealth Advisory Services Ltd.

Title : Assistant Manager - Operations
Location : Mumbai
Reports To : Team Leader


About us:
Established in 2016, Equentis Wealth Advisory is a SEBI registered investment advisor dedicated to providing innovative and comprehensive financial solutions. Our commitment to excellence and customer satisfaction has positioned us as a trusted partner in the financial industry. We are currently seeking a dynamic and experienced General Manager to lead our Customer Support team. Equentis has over 400+ employees, three offices in Mumbai, Delhi, Bengaluru and over 40,000+ clients across geographies.
Website: https://www.researchandranking.com/
Position Overview:
As the Assistant Manager of Customer Support, you will play a crucial role in ensuring the highest level of customer satisfaction by resolving the clients queries within specified times. The ideal candidate will have a strong background in customer service and a deep understanding of the stock market.

Broader Role / Direct Responsibilities:

• Handling the daily operations of the customer support team to ensure prompt and effective resolution of customer inquiries and issues received through emails and phone calls.
• Develop and implement strategies to enhance customer satisfaction and loyalty
• Capable of resolving escalated queries
• Hands on experience of handling SEBI/Exchange related queries/inspection/audit
• Continuously evaluate and optimize customer support processes to improve efficiency and effectiveness
• Coordinating with internal teams to ensure timely and accurate responses to client inquiries, requests, and complaints.
• Collaborate with cross-functional teams to implement improvements and ensure seamless communication
• MIS Reporting

Qualifications & Skills Required

• Bachelor’s degree in business, Finance, or a related field/Postgraduate (MBA in Finance is preferable)
• Minimum of 3-5 years of experience of working with a SEBI registered intermediary such as, Stock Broker, Investment Advisor, Portfolio Manager Service
• Excellent organizational and time-management skills
• Strong analytical and problem-solving skills
• Ability to work Individually and in a team environment