Customer Engagement Specialist

Oxyzo Financial Services; Bengaluru; On-site; INR 300,000 - 480,000; Full time

Job summary

Golden PI, part of OXYZO Financial Services, Bengaluru, is seeking a Customer Engagement Executive to manage customer interactions across calls, emails, and chats and to guide investors on bonds and investment opportunities.

You will resolve queries with clear communication, maintain records, and coordinate with internal teams to ensure timely resolutions while striving for high customer satisfaction.

Qualifications

• 1–5 years of experience in customer service, engagement, or financial services.
• Excellent verbal and written communication skills.
• Experience with inbound and outbound calls.
• Ability to explain financial concepts clearly.
• Proficient with email, chat, and CRM tools.

Responsibilities

• Handle and resolve customer queries via inbound and outbound calls.
• Engage customers through calls, emails, and live chats.
• Provide prompt, accurate responses and guide investors on bonds.
• Follow up to ensure timely resolution and zero pending issues.
• Maintain accurate records of interactions and follow-ups.
• Coordinate with internal teams to resolve concerns.

Skills

Verbal communication

Written communication

Customer support

CRM systems

Financial concepts

Bonds investments

Tools

CRM software

Email tools

Live chat platforms

Job description

Job Description Customer Engagement

Company: Golden PI Part of OXYZO Financial Services
Location: HSR Layout, Bengaluru
Experience: 15 Years
Employment Type: Full-Time

About the Role

We are looking for a Customer Engagement Executive to join our team at Golden PI. The ideal candidate will be responsible for handling customer interactions across calls, emails, and chats, resolving customer queries effectively, and guiding investors with relevant information about bonds and investment opportunities.

Key Responsibilities

• Handle and resolve customer queries through inbound and outbound calls.


• Manage customer interactions through calls, emails, and live chats.


• Provide prompt, accurate, and professional responses to customer concerns.


• Understand customer requirements and provide appropriate solutions.


• Assist and advise investors by providing relevant information about bonds and investment opportunities.


• Follow up with customers and investors to ensure timely resolution and closure.


• Maintain a high standard of customer service and customer satisfaction.


• Take ownership of customer issues and drive them toward zero-resolution/zero-pending status.


• Coordinate with internal teams wherever required to resolve customer concerns.


• Maintain accurate records of customer interactions and follow-ups.


• Adhere to company processes, service standards, and compliance requirements.

Requirements

• 1-5 years of experience in Customer Service, Customer Engagement, Investor Support, Banking, Financial Services, or a related field.


• Excellent verbal and written communication skills.


• Comfortable handling both inbound and outbound calls.


• Strong customer-handling and problem-solving abilities.


• Ability to communicate financial/investment concepts clearly to customers.


• Good working knowledge of email, chat, and CRM/customer-support systems.


• Customer-focused attitude with strong ownership and follow-through.


• Candidates with experience in bonds, investments, BFSI, fintech, or capital markets will be preferred.

What Were Looking For

A proactive and customer-focused professional who can build trust with investors, resolve queries efficiently, and deliver an excellent customer experience across every communication channel.