Operations Executive-investment-surat-30k
15 hours ago
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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