Customer Service Executive

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

Job Summary

We are looking for a customer-focused Customer Support Executive to handle customer queries and provide timely assistance across chat, calls, and email channels. The candidate will be responsible for resolving customer concerns, providing accurate product and service information, following up on pending issues, and ensuring a smooth and satisfactory customer experience on the Aura Gold platform.

Key Responsibilities

1. Customer Query Handling

• Handle customer queries through live chat, phone calls, emails, and other communication channels.
• Provide accurate information about Aura Gold products, digital gold transactions, purchases, sales, withdrawals, and delivery services.
• Assist customers with account registration, KYC verification, payment processes, and app-related queries.
• Ensure responses are clear, professional, personalised, and customer-friendly.
• Maintain timely responses and follow up with customers to ensure their queries are addressed.

2. Transaction & Payment Support

• Assist customers with payment-related concerns, including failed, pending, or successful transactions.
• Handle queries related to money debited but gold not credited.
• Support customers with Autopay registration, activation, cancellation, and transaction-related issues.
• Follow up on pending refunds, sell transactions, and withdrawal payouts.
• Coordinate with the relevant internal teams to resolve transaction discrepancies.

3. Gold Purchase, Sell & Delivery Support

• Assist customers with queries related to gold purchase, selling, and withdrawal processes.
• Provide updates on gold transaction status and applicable processes.
• Handle customer queries regarding physical gold redemption and delivery status.
• Follow up on delayed, missing, or incorrect gold deliveries.
• Ensure customers receive proper guidance throughout the transaction and delivery process.

4. Customer Issue Resolution & Escalation

• Understand customer concerns and provide appropriate resolutions within the defined timelines.
• Handle dissatisfied customers professionally and maintain a calm, solution-oriented approach.
• Escalate unresolved or critical issues to the Customer Support Lead.
• Coordinate with Payments, Technology, Product, Vault, Delivery, and other relevant teams for issue resolution.
• Immediately report suspicious transactions or suspected fraudulent activities to the concerned team.
• Maintain proper records of customer complaints, escalations, and resolutions.

5. Customer Follow-ups & Engagement

• Conduct regular follow-ups with customers regarding pending queries, transactions, and complaints.
• Make outbound calls to customers wherever required for issue resolution and service updates.
• Follow up with customers for Autopay activation and successful registration.
• Reach out to customers for feedback and assistance based on business requirements.
• Follow up on negative customer reviews and support efforts to improve customer satisfaction.

6. Customer Feedback & Quality

• Maintain a high standard of customer service across all communication channels.
• Follow approved SOPs, communication guidelines, and response templates.
• Avoid repetitive or irrelevant copy-paste responses and ensure personalised communication.
• Collect customer feedback and highlight recurring concerns to the Customer Support Lead.
• Maintain professional communication and ensure customer information is handled confidentially.

7. Documentation & Reporting

• Maintain accurate records of customer interactions, complaints, follow-ups, and resolutions in the CRM or ticketing system.
• Update ticket status and ensure no customer query remains unattended.
• Prepare daily activity reports and share pending issues with the reporting manager.
• Follow the defined shift schedule, attendance requirements, and support processes.

Key Performance Indicators (KPIs)

• First Response Time (FRT)
• First Contact Resolution (FCR)
• Customer Satisfaction (CSAT)
• Number of Customer Queries Resolved
• Query Resolution TAT
• Call & Chat Quality Audit Score
• Autopay Follow-up and Activation
• Customer Review Follow-ups
• Pending Ticket and Escalation Management
• Customer Feedback and Service Quality

Key Skills & Competencies

• Excellent verbal and written communication skills.
• Strong customer-handling and interpersonal skills.
• Ability to understand customer concerns and provide effective solutions.
• Good problem-solving and analytical abilities.
• Patience and empathy while handling difficult or dissatisfied customers.
• Ability to multitask and manage multiple customer queries simultaneously.
• Good attention to detail and follow-up skills.
• Ability to work in a fast-paced, customer-oriented environment.
• Basic knowledge of UPI, digital payments, payment gateways, and KYC processes.
• Familiarity with CRM, ticketing, and chat-support tools such as Freshdesk, Zendesk, Intercom, or similar is an added advantage.
• Basic knowledge of MS Excel or Google Sheets.

Position Summary

We are seeking highly motivated and customer-oriented professionals for the role of Customer Support Executive for an International Voice and Non-Voice Process. The ideal candidate will have excellent communication skills, a problem-solving mindset, and a passion for delivering a top-tier customer experience.

Key Responsibilities

• Manage customer interactions via phone, email, or chat in a professional and timely manner.
• Resolve customer queries, issues, or complaints with accuracy and empathy.
• Maintain detailed records of customer interactions in the system.
• Collaborate with internal teams for escalations and resolution follow-ups.
• Uphold service quality standards and contribute to continuous improvement.

Qualifications & Requirements

• Education: 12th Pass, Diploma, Graduate, or Postgraduate
• Experience: Freshers and experienced professionals (up to 3 years) are encouraged to apply

Skills:

• Excellent verbal and written communication in English
• Strong interpersonal and problem-solving skills
• Basic computer proficiency (MS Office, typing skills)
• Ability to work in a fast-paced, team-oriented environment
• Willingness to work in rotational shifts (including night shifts)

Perks & Benefits

• Competitive salary with performance-based incentives
• Night shift allowances and cab facility
• One-time complimentary meal during shifts
• Opportunities for internal growth and role advancement
• Exposure to international client processes and professional development

Job Summary

We are looking for a motivated and customer-focused Support Services Executive to handle customer queries, troubleshoot issues, and provide timely resolutions. The ideal candidate should have an experience in the Salesforce platform, along with strong communication, analytical, and problem-solving skills.

Key Responsibilities

• Act as a primary point of contact for customer support requests.
• Analyze, troubleshoot, and resolve customer-reported issues within defined SLAs.
• Communicate regularly with customers and provide timely updates on case progress.
• Monitor support cases and ensure proper follow-up until closure.
• Meet defined targets for response time, resolution time, quality, and customer satisfaction.

Required Skills and Qualifications

• 0–3 years of experience in Customer Support, Application Support, Technical Support, or a similar role.
• Familiarity with CRM systems and support ticketing tools is an added advantage, with Salesforce CRM experience preferred.
• Basic knowledge of SQL, Salesforce, ERP applications, or cloud-based applications is preferred.
• Strong communication, analytical, and problem-solving skills.

· Willingness to work in rotational shifts covering IST and EST time zones on alternate weeks, as required.

Preferred Skills

• Experience in SaaS, ERP, CRM, or enterprise application support.
• Hands-on experience with the Salesforce Platform and Service Cloud
• Knowledge of SQL queries and database concepts.
• Experience working with support ticketing systems.
• Strong customer service and stakeholder management skills.