Customer Service Associate

Company: Tranquil Investments

Location: Mumbai (On-site)

About the Role

The Customer Service Associate is a full-time, on-site role focused on providing support to clients of Tranquil Investments, a firm specializing in personalized financial guidance.

Key Responsibilities

• Respond to client inquiries via phone, email, and in person.
• Provide timely and accurate information about services, processes, and investment-related queries.
• Manage customer interactions and maintain records of communications.
• Follow up on pending requests to support a positive client experience.
• Handle service requests and resolve concerns.
• Coordinate with internal teams to address client needs.
• Share updates or documentation as required.
• Contribute to the continuous improvement of service processes.
• Support client retention efforts through courteous, professional, and proactive communication.

Requirements & Tech Stack

• Customer-facing skills including Customer Service and Customer Support.
• Ability to maintain high levels of Customer Satisfaction and contribute to a positive Customer Experience.
• Professional Phone Etiquette and clear, courteous communication across channels.
• Excellent verbal and written communication skills in English.
• Proficiency in local languages is an advantage.
• Attention to detail, ability to manage multiple client requests, and strong organizational skills.
• Comfort working in an on-site office environment and collaborating with a small team.

Qualifications

• Minimum educational qualification: graduate degree in any discipline.
• Training in finance or commerce is a plus.
• Prior experience in financial services, customer service, or client relationship roles is preferred.