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Kaizen Partners
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Customer Support Executive (CSE)

Customer Support Executive (CSE)

Kaizen Partners

3 years

0 Lacs

Mumbai, Maharashtra

Posted:2 weeks ago| Platform: SimplyHired logo

Apply

Skills Required

CRM software Customer service English Microsoft Office Finance Bachelor's degree Data entry Business Administration In-person Communication skills

Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Support Executive. The ideal candidate will be responsible for addressing client queries, resolving issues, and ensuring a seamless experience for our customers across all financial products and services.

Handle inbound and outbound client queries via phone, email, and chat in a professional and timely manner.
Provide detailed information on financial products, services, and policies.
Assist clients with account-related issues, transaction details, and documentation support.
Maintain accurate records of customer interactions and follow-ups in CRM systems.
Escalate complex queries to appropriate departments and ensure closure.
Support back-office operations related to client servicing, including data entry, KYC, and compliance.
Collaborate with internal teams such as Sales, Compliance, and Operations to resolve client concerns.
Monitor service quality and suggest improvements to enhance client satisfaction.

Required Qualifications & Skills:

Bachelor's degree in Commerce, Finance, Business Administration, or a related field.
1–3 years of experience in customer service, preferably in the financial services or banking industry.
Excellent verbal and written communication skills (English and Hindi or regional language).
Strong problem-solving ability and a customer-first mindset.
Familiarity with financial products such as mutual funds, insurance, trading, or banking.
Proficient in MS Office and CRM tools.

Job Type: Full-time

Schedule:

Morning shift

Work Location: In person

Speak with the employer
+91 9967691565

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