Operations Executive-investment-surat-30k

15 hours ago


Surat Gujarat, India RISHI JOBS Full time

Job Title: Operations Executive-Investment-Surat-30k

Experience Required: Minimum 1-3 years in operations or administrative roles

**Salary**: 25k - 30k

Industry: Investment Advisory

**Role Overview**:
We are seeking a proactive Smallcase **Operations Executive & Customer Support Specialist** to join our growing team. The role involves managing client communications, coordinating webinars and engagement events, optimizing operational efficiency, and automating communication workflows using Salesforce CRM.

You will play a key role in enhancing the overall customer experience and ensuring seamless execution of Smallcase-related activities.

**Key Responsibilities**:
**Customer Support & Engagement**:

- Ensure high levels of client satisfaction, retention, and engagement.

- Collect and analyze customer feedback to identify improvement opportunities.

- Support the continuous enhancement of Smallcase offerings and processes.

**Event & Webinar Coordination**:

- Organize and manage client engagement events and meet-and-greet sessions.

- Conduct and host Zoom webinars, manage invitations, and maintain attendance records.

- Coordinate with the team for event communication and follow-ups.

**Salesforce Utilization & Automation**:

- Learn and manage **Salesforce CRM** for bulk mailing and WhatsApp communication.

- Optimize Salesforce processes to improve customer communication efficiency.

**Smallcase Management**:

- Maintain and update operational data including discounts, refunds, distributions, webinar links, rebalance reports, Google Forms, response sheets, and mailing lists.

- Contribute ideas to improve and streamline Smallcase services and operations.

**Key Skills & Qualifications**:

- **Experience**: 1-3 years in customer support, operations, or financial services.

- **Education**: Graduate in Commerce, Finance, or related field preferred.

- Strong communication, coordination, and problem-solving skills.

- Familiarity with **Salesforce CRM, Zoom, and WhatsApp Business tools** is an advantage.

- Ability to multitask, manage data, and automate workflows efficiently.

- Detail-oriented, tech-savvy, and customer-focused mindset.



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