Customer Experience

4 days 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: : Application – Customer Experience & Operations



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    6 days ago


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