Assistant Manager Customer Support

2 weeks ago

Bengaluru, India Equentis Wealth Advisory Full time

Title : Assistant Manager - Operations

Location : Mumbai

Reports To : Associate Vice President

About us: Established in 2016, Equentis Wealth Advisory is a SEBI registered investment advisor dedicated to providing innovative and comprehensive financial solutions. Our commitment to excellence and customer satisfaction has positioned us as a trusted partner in the financial industry. We are currently seeking a dynamic and experienced General Manager to lead our Customer Support team. Equentis has over 400+ employees, three offices in Mumbai, Delhi, Bengaluru and over 40,000+ clients across geographies.

Website:

Position Overview:

As the Assistant Manager of Customer Support, you will play a crucial role in ensuring the highest level of customer satisfaction by resolving the clients queries within specified times. The ideal candidate will have a strong background in customer service and a deep understanding of the stock market.

Broader Role / Direct Responsibilities:

  • Handling the daily operations of the customer support team to ensure prompt and effective resolution of customer inquiries and issues received through emails and phone calls.
  • Develop and implement strategies to enhance customer satisfaction and loyalty
  • Capable of resolving escalated queries
  • Hands on experience of handling SEBI/Exchange related queries/inspection/audit
  • Continuously evaluate and optimize customer support processes to improve efficiency and effectiveness
  • Coordinating with internal teams to ensure timely and accurate responses to client inquiries, requests, and complaints.
  • Collaborate with cross-functional teams to implement improvements and ensure seamless communication
  • MIS Reporting

Qualifications & Skills Required :


•Bachelors degree in business, Finance, or a related field/Postgraduate (MBA in Finance is preferable)


•Minimum of 3-5 years of experience of working with a SEBI registered intermediary such as, Stock Broker, Investment Advisor, Portfolio Manager Service


•NISM Certification (Series XA and XB) is preferred


•Excellent organizational and time-management skills


•Strong analytical and problem-solving skills


•Ability to work Individually and in a team environment

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