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Customer Success Executive - Night shift
Customer Success Executive - Night shift
Tap Invest's logo

Customer Success Executive - Night shift

Anusree TP's profile picture
Posted by Anusree TP
1 - 3 yrs
₹4L - ₹5L / yr
Bengaluru (Bangalore)
Skills
Communication Skills
Customer Success
Problem solving

Job Description: Customer Success Executive

Department: Customer Success Team(CX)

Reports To: Customer Success Manager

Role Summary:

The Customer Success executive will be responsible for delivering a seamless support

experience across customer touchpoints including calls, chats, emails, callbacks, and

escalations. The role focuses on improving customer experience, resolving issues efficiently,

and ensuring customer satisfaction throughout the investment journey.

Key Responsibilities:

• Handle incoming and outgoing customer calls,chats, and email support

• Assist customers with account-related queries and partial KYC support

• Resolve customer concerns and coordinate with internal teams for timely closure

• Manage customer escalations and ensure proper follow-up until resolution

• Maintain customer interaction records in CRM systems

• Identify recurring issues and provide feedback for process improvements

• Support customer retention initiatives and improve customer satisfaction metrics

• Deliver a high-quality support experience across all customer touchpoints

Required Skills:

• Strong verbal and written communication skills

• Customer handling and problem-solving ability

• Ability to multitask across calls, chats, and emails

• Good interpersonal and relationship management skills

• Basic understanding of financial products preferred

Qualification & Experience:

• Graduate in any discipline

• 1–3 years of experience in customer support, customer success, or financial services

preferred

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About Tap Invest

Founded :
2022
Type :
Product
Size :
100-500
Stage :
Profitable

About

Diversification for HNI investors. Access high-yield fixed income opportunities, invoice discounting & curated debt products designed for affluent and HNI investors.
Read more

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