
Job Summary: Position Title: Customer Service Executive
Location: Mumbai
Job Description: we are looking a proactive and customer-focused Customer Service Executive to join our team. The ideal candidate will be responsible for managing customer inquiries, resolving issues, and ensuring a positive customer experience. This role requires excellent communication skills, both written and verbal, and the ability to handle customer concerns effectively via email and phone.
Responsibilities:
• Attending inbound calls involves receiving and responding to incoming calls from customers
• Provide accurate and relevant information regarding products, services, company policies, and procedures.
• Respond to customer inquiries via email in a timely, clear, and professional manner.
• Ensure all customer emails are acknowledged and resolved
• Listen actively to customer concerns, complaints, and issues, ensuring full understanding and empathy.
• Resolve customer grievances and complaints quickly and effectively, escalating to higher management when necessary.
• Follow-up with customers to ensure satisfaction after issue resolution and that the solution meets their expectations.
• Identify recurring customer issues and proactively work with internal teams to suggest improvements or preventative measures.
• Assist customers with order tracking, billing inquiries, account management, and product-related questions.
• Inform customers about order status, shipment tracking, delivery delays, or product/service updates.
• Accurately document all customer interactions and complaints in the CRM system, ensuring a clear audit trail.
• Maintain detailed logs of follow-up actions, resolutions, and outcomes.
• Collect customer feedback and report trends to management for continuous service improvement
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Customer Success Manager
Job Type: Full Time
Job Location: Malad Mumbai
Experience: 1 - 2 Years
Rotational Shift: 02:30 pm to 11:30 pm05:00 am to 02:00 pm08:00 pm to 05:00 am
About the Role:
We are looking for a Customer Success associate with strong experience in client management, customer success, support or account management. One should have a strong understanding of investment management workflows and operations, client facing experience and ability to manage multiple projects and work collaboratively.
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- Answering day to day client queries and providing creative solutions
- Working on large scale project that optimize our clients’ workflows
- Training clients on the EDS platform
- Helping to improve client documentation, writing help articles, or creating how to videos
- Becoming an expert on the EDS platform
Desired Skills / Qualifications:
- Candidate should possess a Bachelor or master’s degree in finance or Applied Statistics & Analytics.
- Experience of working at financial services/technology company((ie FactSet, MSCI, Enfusion, S&P, etc).
- Ability to manage multiple projects and work collaboratively.
- Should have excellent writing and verbal communication skills.
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- Atmosphere of growth and opportunity
- Collaborative culture of smart, young and dedicated people
- Super modern WeWork office with the cappuccino on tap, ping pong tables, and exciting atmosphere
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*Operations:*
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- Collaborate closely with the production team to guarantee smooth order execution.
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