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Job Title: Customer Support Executive

Location: On-site – Lower Parel, Mumbai

Company: Torero Softwares Ltd

Timings: Monday to Saturday, 10:00 AM – 7:00 PM

About the Role

We are looking for Customer Support Executives to assist clients who are already using our software. You will receive calls from customers and help them with questions about using the software, billing, accounting, and GST. This role is perfect for someone who enjoys solving problems, guiding clients, and providing friendly support over calls.

What You’ll Do

• Answer client calls and solve software-related queries.
• Guide clients on billing, accounting, and GST features.
• Provide online support and training when needed.
• Keep clients happy with clear and friendly communication.

Who We’re Looking For

• Commerce Graduate (Freshers with accounting knowledge are welcome), or
• 12th Pass (Commerce) with 6+ months customer support experience.
• Basic knowledge of accounting and GST.
• Good communication and problem-solving skills.
• Comfortable handling client systems online.

Why Work With Us

• Join a growing healthcare software company.
• Learn software support and client management hands-on.
• Friendly team with opportunities for career growth.

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About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities

• Onboarding, Handling and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a birds’ eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

Requirements

• 8+ years of experience in Wealth Management space

• Must have completed MBA from a premier business school.

• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.

• English is mandatory and command on local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

Responsibilities

• To Attend the inbound calls of HNI customers in both Retail Liabilities & Credit Cards and process the queries.
• To identify and convert the opportunities for cross-selling (banking products).
• Responsible for quality communication and customer servicing within laid down productivity and service benchmarks.
• Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues.
• Complete the logs specified by the process (End-of-day target).
• Adherence to Information Security norms & quality process norms.
• To be aware of and comply with any updates about the process.
• Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.

Requirements

• Graduate
• Preferably 1-2 years with 6 months which should be in a customer service role - Understanding of call centre industry an advantage.
• Excellent communication skills – Verbal & Written.
• Flexible to work 24/7 (For Females: 7 AM till 8 PM) including Sundays/holidays
• Flexible to get scattered 8 Week Offs in a month with 9 hours shift
• Good listening skills and strong communication abilities.
• Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity
• Team Player, collaborative Self-motivated person with the ability to act as a role model within the organization.
• Should be able to establish rapport quickly with peers, managers & customers.