Customer Service Executive at Grip invest · Delhi, Gurugram, Noida, Ghaziabad, Faridabad · 2 - 5 years · ₹2L - ₹5L / yr (ESOP available) · Raised funding · Posted 13 Apr 2023
What We Can Offer You
● Young and fast-growing company with a healthy work-life balance
● Great culture based on the following core values
○ Ownership
○ Transparency
○ Courage
○ Customer Obsession
○ Celebration
● Lean structure and no micromanaging. You get to own your work
● The company has turned two so you get a seat on a rocket ship that's just taking off!
● High focus on Learning & Development and monetary support for relevant upskilling
● Competitive compensation along with equity ownership for wealth creation
What You’ll Do
• Provide world-class customer service to both internal and external clients in all
interactions, striving to exceed client expectations.
• Take ownership of customers issues and follow problems through to resolution
within the SLA defined.
• Drive higher NPS through quality and timely resolution of customer issues.
• Coordinate across different departments and follow-up with them to ensure timely
resolution of user service requests.
• Coordinate with other departments to understand internal processes and suggest
changes if required to improve customer service.
• Maintain an orderly workflow according to priorities
• Ability to handle a high volume of requests in a fast-paced environment
• Explain and educate users about Grip’s offerings and its benefits
• Enable RMs manage and nurture relationship with existing and potential investor
• Other duties as assigned
Your Superpowers
• Bachelor’s degree
• Have an understanding of the wealth segment and product offerings (3-5 years’ work
experience in customer service)
• Command on MS Excel
• Strong written and verbal communication skills and ability to communicate with Retail,
HNIs, family office investors would be essential
• Strong phone presence
• Prior experience in financial services industry is preferred
• Should be a team player
Shubham Vishwakarma
Full Stack Developer - Averlon
About Grip invest
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We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.
Key Responsibilities
Act as the primary point of contact for clients regarding investments and account-related queries
Assist customers with onboarding, documentation, and KYC processes
Handle queries related to mutual funds, portfolios, transactions, and statements
Resolve customer issues promptly via phone, email, and chat
Coordinate with internal teams (operations, advisors, compliance) for issue resolution
Maintain accurate records of customer interactions in CRM systems
Provide timely follow-ups and proactive customer communication
Required Skills & Qualifications
Bachelor’s degree in Finance, Business, Commerce, or related field
1–3 years of experience in customer support, banking, or wealth management
Basic knowledge of mutual funds, investments, and financial markets
Excellent verbal and written communication skills
Strong problem-solving and interpersonal abilities
Comfortable using CRM tools and MS Office
Customer-centric attitude with attention to detail
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:
- Online Application: You apply and answer a few quick questions. [5 min]
- Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
- People Video Interview: A quick chat with our People head [30 min]
- Technical Interview: A discussion about your experience and skills. [30 min]
- Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
- 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
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
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Full Stack Developer - Averlon