Customer Service Executive

About the Role

The Customer Service Executive is a full-time, on-site role based in Mumbai for TrueAsppire Finserve Private Limited. The role involves handling client inquiries across phone, email, and in-person channels, ensuring prompt, accurate, and courteous responses. Applicants will join a growing organization committed to guiding clients on their journey toward financial freedom.

Key Responsibilities

• Assist clients with onboarding processes, account opening, and documentation.
• Provide transaction support and answer basic queries related to investment and wealth solutions.
• Track and resolve service requests.
• Maintain customer records.
• Follow up on pending issues.
• Coordinate with internal teams to ensure timely resolution.
• Support client education on services.
• Collect feedback.
• Contribute to ongoing improvements in customer experience and service quality.

Requirements & Tech Stack

• CRM tools
• Email
• Office productivity software

Qualifications

• Strong Interpersonal Skills with the ability to build trust and maintain professional client relationships.
• Proven focus on Customer Satisfaction through empathetic communication and follow-up.
• Hands-on experience in Customer Support and Customer Service in financial services or related domains.
• Ability to assist in Customer Service Management, including prioritizing queries and coordinating resolutions.
• Excellent spoken and written communication skills in English and local languages.
• Basic understanding of financial products such as demat accounts, mutual funds, and insurance is preferred.
• Detail-oriented, organized, and able to work in a fast-paced, client-centric environment.
• Minimum educational qualification: bachelor’s degree or equivalent in any discipline; commerce or finance background is an advantage.