Finance executive

4 weeks ago

Pune, India Recoversy - Ease Your Recovery Full time

About Recoversy (SPK Financial Consultants LLP) Recoversy is a financial consultancy firm that helps individuals and families locate and recover unclaimed or forgotten investments. We’re the team behind India’s first unclaimed investment search platform, where anyone can simply search their name to discover lost holdings — making us a pioneer in this space. The Role: Customer Success Team Member We’re looking for a Customer Success professional to join our growing team in Pune, Maharashtra. In this role, you’ll own the complete recovery process for each client — guiding them through every step of reclaiming their assets and ensuring a smooth, transparent experience. You’ll work closely with internal teams, clients, and external stakeholders to make sure every case is handled efficiently and with care. Why This Role Matters You’ll be part of a mission-driven company that’s helping people rediscover their forgotten wealth — often life-changing sums that have been lost in old accounts, shares, or funds. This is a great opportunity to build your career in finance and investment consulting while learning the intricacies of India’s financial ecosystem. What You’ll Do Act as the main link between clients and internal teams, ensuring clear communication and progress on each recovery case. Take complete ownership of the client’s recovery journey — from initiation to successful completion. Maintain detailed records, track client updates, issue documents, manage payments, and coordinate with third parties. Collaborate with teammates, applying best practices and improving internal processes. Build and nurture strong relationships with clients, colleagues, and external partners. What We’re Looking For Strong understanding of the stock market, mutual funds, and finance fundamentals. Passion for investing and financial markets. Independent thinker with curiosity and problem-solving ability. A team player who thrives in a collaborative setup. Excellent written and verbal communication skills — absolutely essential. Organised, detail-oriented, and able to handle multiple cases at once. Self-driven, adaptable, and comfortable in a fast-changing environment. Location: Pune, Maharashtra Job Type: Full-time | On-site

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