Job Description: Customer Success Executive
Department: Customer Success Team(CX)
Reports To: Customer Success Manager
Role Summary:
The Customer Success executive will be responsible for delivering a seamless support
experience across customer touchpoints including calls, chats, emails, callbacks, and
escalations. The role focuses on improving customer experience, resolving issues efficiently,
and ensuring customer satisfaction throughout the investment journey.
Key Responsibilities:
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Handle incoming and outgoing customer calls,chats, and email support
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Assist customers with account-related queries and partial KYC support
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Resolve customer concerns and coordinate with internal teams for timely closure
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Manage customer escalations and ensure proper follow-up until resolution
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Maintain customer interaction records in CRM systems
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Identify recurring issues and provide feedback for process improvements
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Support customer retention initiatives and improve customer satisfaction metrics
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Deliver a high-quality support experience across all customer touchpoints
Required Skills:
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Strong verbal and written communication skills
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Customer handling and problem-solving ability
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Ability to multitask across calls, chats, and emails
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Good interpersonal and relationship management skills
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Basic understanding of financial products preferred
Qualification & Experience:
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Graduate in any discipline
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1–3 years of experience in customer support, customer success, or financial services
preferred
Skills:- Effective communication, Customer Success, Problem solving and Finance
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