Customer Support Executive

1 week ago


Mumbai, Maharashtra, India Creso Technologies Full time ₹ 4,00,000 - ₹ 8,00,000 per year

We are looking for a Customer Support & Operations Executive to support mutual fund distributors and their clients on the Creso platform. This role is ideal for someone who has worked in mutual fund operations, RTAs (CAMS / KFin), asset management companies, or distributor back-office teams and is looking for more ownership and growth in a fast-moving startup environment.

Responsibilities:

  • Handle distributor and customer queries via phone, email and WhatsApp with clear communication and timely follow-ups
  • Support workflows including KYC completion, account onboarding, bank mandate / e-NACH setup, and ARN verification
  • Assist with mutual fund transactions including purchases, SIP registrations, switches and redemptions
  • Work with CAMS/KFin/AMC portals to track status, resolve rejections, and handle exceptions
  • Maintain accurate records and trackers; ensure operational tasks are completed within defined SLAs
  • Update SOPs, raise process gaps, and collaborate closely with product and tech teams to improve efficiency

Requirements:

  • 26 years of experience in mutual fund operations, RTA back-office, AMC client service, or distributor operations
  • Familiarity with CAMS or KFin systems and understanding of basic MF processes (SIP, folio, KYC, FATCA)
  • Strong Excel skills and clear written and verbal communication
  • Comfortable working in a structured, process-oriented environment with periodic time-sensitive tasks


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