Client Relations Operations Lead

2 weeks ago

Surat, India Niveshaay Full time

We’re Hiring: Customer Experience & Operations SpecialistLocation - Surat | Full-Time | On-siteNiveshaay Investment Advisors (SEBI Registered RA) is looking for a dynamic professional to manage client experience, operations, and Salesforce automation for our Equity Basket Division.Key Responsibilities - Handle client queries via calls, email & WhatsApp - Coordinate webinars & client engagement activities - Manage Salesforce for mailers, WhatsApp workflows & automation - Maintain data for equity baskets (discounts, refunds, reports, lists, etc.) - Draft concise communication for investorsRequirements - Bachelors in Commerce / Finance with relevant experience - Minimum 2 years work experience in customer relations / operations management - Strong communication & problem-solving skills - Able to summarize reports/blogs into crisp updates - Familiarity with Salesforce, Zoom & automation tools is a bonusPay:Compensation will be determined based on your qualifications, experience and skill set. Why Join Us:Fast-growing finance firm offering hands-on exposure to automation, streamlined operations, and high-impact customer engagementApply at: career@niveshaay.comSubject: Application – Customer Experience & Operations

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