Business Operation Associate

Key Responsibilities

• Engage with customers post-KYC completion through outbound and inbound calls.
• Understand customer investment requirements and guide them through investment opportunities available on the platform.
• Support customers throughout the investment and post-investment journey.
• Follow up with customers for pending investments and payment completion.
• Build and maintain strong customer relationships to improve retention and repeat investments.
• Coordinate with internal teams for issue resolution and customer support requirements.
• Maintain customer interaction records and update CRM systems regularly.
• Assist in handling customer queries through calls, chats, and emails.
• Escalate critical customer issues to the Team Lead whenever required.
• Achieve assigned investment and conversion target.

Requirements & Tech Stack

• Excellent communication and relationship-building skills.
• Strong customer handling and follow-up capabilities.
• Good negotiation and objection-handling skills.
• Ability to manage customer relationships effectively.

Qualifications

• Graduate in any discipline.
• Experience in relationship management, telesales, financial sales, or customer-facing roles preferred.
• Freshers with strong communication and sales aptitude may also apply.
• Basic understanding of financial products and investments preferred.