Customer Relationship Executive

Role Summary

The Customer Relationship Executive (Customer Support: Client Servicing & Demo Specialist) is a proactive and client-focused Customer Support Executive who will be responsible for onboarding clients, conducting product demos via Google Meet, and assisting clients with account-related processes including deposits and withdrawals.

This role requires strong communication skills, patience, and the ability to guide clients step-by-step through processes.

Key Responsibilities

1. Client Demo & Onboarding

• Conduct live product demonstrations via Google Meet for new and prospective clients
• Explain platform features, benefits, and usage clearly
• Assist clients in account setup and onboarding process

2. Client Support & Relationship Management

• Act as the first point of contact for client queries
• Provide timely and accurate resolutions to customer concerns
• Follow up on missed client calls assigned by the Sales Team.
• Maintain strong relationships to ensure client satisfaction and retention

3. Deposit & Withdrawal Assistance

• Guide clients through deposit processes step-by-step
• Assist clients with withdrawal procedures and ensure smooth transactions
• Coordinate with internal teams for quick issue resolution
• Process client deposit requests accurately and within defined timelines.
• Handle client withdrawal requests in accordance with company procedures.
• Verify transaction details and maintain accurate operational records.
• Assist clients with payment-related queries and provide operational support.
• Coordinate with Sales, Finance, and Compliance teams for smooth transaction processing.
• Monitor pending requests and ensure timely resolution.
• Maintain high levels of accuracy, confidentiality, and data security.
• Escalate operational issues or suspicious transactions to the appropriate team.
• Deliver excellent customer service while maintaining professional communication.

4. Process Guidance & Troubleshooting

• Help clients navigate the platform and resolve technical or operational issues
• Provide clear instructions and follow-ups until resolution

5. Documentation & Reporting

• Maintain records of client interactions and updates
• Track issues, resolutions, and feedback for continuous improvement

Required Skills & Qualifications

• Graduate in any discipline (Commerce preferred)
• Strong verbal and written communication skills
• Good presentation and interpersonal skills
• Comfortable using tools like Google Meet / Zoom
• Basic understanding of financial platforms (preferred but not mandatory)
• Proficient with Malayalam, Kannada, Hindi , Tamil and English.
• Ability to handle multiple clients and tasks efficiently

Preferred Attributes

• Customer-first mindset
• Problem-solving attitude
• Patience and empathy while dealing with clients
• Ability to work in a fast-paced environment

Work Schedule

• Working Days: Monday to Saturday
• Week OFF: Sunday (Should be ready to WFH temporarily)
• Timings: Rotational Shift
• 10:00 AM to 6:15 PM
• 6:00 PM to 2:15 AM
• 2:00 AM to 10:15 AM
• Employees are expected to adhere to company schedules and may be required to adjust timings based on business requirements.

Work Conditions

• This is an onsite role.
• The employee will be required to adhere to company policies, work schedules, and performance expectations.

The Company reserves the right to modify your role and responsibilities based on business requirements.

Compensation

Fixed: 20,000 during Probation Period (6 months) and 25,000 after probation period based upon performance.

Location: Novel Office, Koramangala, Bengaluru.