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Customer Support Executive
Customer Support Executive

Customer Support Executive at BFC SOFTTECH PVTLTD · Lucknow · 1 - 2 years · ₹2L - ₹3L / yr · Profitable · Posted 22 Sep 2026

BFC SOFTTECH PVTLTD's logo

Customer Support Executive

Ravi Singh's profile picture
Posted by Ravi Singh
1 - 2 yrs
₹2L - ₹3L / yr
Lucknow
Skills
Communication Skills

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

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About BFC SOFTTECH PVTLTD

Founded :
2019
Type :
Products & Services
Size :
20-100
Stage :
Profitable

About

Mobile Application - iOS (iPhone, iPad) & Android (Smartphone, Tablet) Mobile App Developer. Mobile App, Website and e-commerce Development company in india. Call us at +91-65613900 or email to [email protected] | [email protected]
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I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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