Executive - Central Ops (Forex Services)

Niyo; Bengaluru; On-site; INR 420,000 - 700,000; Full time

Job summary

Niyo is seeking an Executive for Central Ops (VKYC & Central Customer Support) based in Bengaluru. This full-time role handles onboarding queries for forex services via web/app, coordinating with central teams for order closure and service delivery to regional units.

Responsibilities include verifying identity under KYC, explaining documentation requirements, and resolving customer queries through calls, chat, and email. On-site work, with a 6-day rotation, is required.

Qualifications

• Bachelor’s degree in any stream.
• Excellent communication in English via calls / chat / text to help customer via omni-channel support.
• Experience of customer sales/service in banking or financial services role.
• On-site travel feasibility for Bangalore office.
• Industry Benchmarked salary. Full time position on the company's payroll.
• 6 Days / Week Rotational shift. Work from the office role.
• The company paid Group Medical Insurance, Personal Accident and Term Life Insurance.
• Comprehensive training programs to enhance skills and product knowledge.

Responsibilities

• Engage with customers to verify their identity, eligibility, and documentation for forex services, ensuring compliance with KYC regulations.
• Clearly explain the KYC process, required documents, and benefits of the process to customers.
• Assist them for any other assistance needed and resolve via calls, chat and email.
• Participate actively in training sessions to stay updated on KYC compliance, product knowledge, and processes for issue escalation and resolution.

Skills

KYC Knowledge

Customer Support

English Proficiency

Omni-channel

Education

Bachelor's Degree

Job description

Executive - Central Ops (Forex Services)

0-2

Full-Time

Role: – Executive (VKYC & Central Customer Support) - Niyo Forex

Brief Description of Company : Niyo was founded in 2015 with the vision of changing the way Indians approach their finances - no matter where they work, what they earn, or how tech-savvy they are. To date, we’ve raised $179.3 Million in funding and have maintained a sharp focus on identifying customers’ banking pain points and crafting solutions that improve their experience.

Niyo has grown from a startup to a robust player in digital fin-space catering to over a million customers. Our flagship offerings include:

• Niyo Forex: Buy or sell all Major Currencies of the world at attractive rates and avail of our Doorstep service and Experience Value. You can also Remit Funds abroad for various purposes permitted by the Reserve Bank of India under the AD II Licence issued to us.
• Zero Markup Forex Cards in Debit & Credit Card variants, along with other value added services of cross border travel like eSIM, Visa, Hotel, Flights, International Lounge Access, Experience and others.

About the role:

The role involves a central process of customer support in KYC, onboarding queries via chat, email and calls for customers seeking forex buy/sell and remittance services for which the order is placed via web/app and then further process is managed by central team before passing the service level closure to regional on-ground teams.

Key Responsibilities:

• Engage with customers to verify their identity, eligibility, and documentation for forex services, ensuring compliance with KYC regulations.
• Clearly explain the KYC process, required documents, and benefits of the process to customers.
• Assist them for any other assistance needed and resolve via calls, chat and email.
• Participate actively in training sessions to stay updated on KYC compliance, product knowledge, and processes for issue escalation and resolution.

Must Have:

• Minimum of bachelor’s degree in any stream.
• Excellent communication in English via calls / chat / text to help customer via omni-channel support.
• Experience of customer sales/service in banking or financial services role.
• On-site travel feasibility for Bangalore office.
• Industry Benchmarked salary. Full time position on the company's payroll.
• 6 Days / Week Rotational shift. Work from the office role.
• The company paid Group Medical Insurance, Personal Accident and Term Life Insurance.
• Comprehensive training programs to enhance skills and product knowledge.

Life at Niyo: We are a Great Place to Work® certified company.

Values:

• Customer Focus
• Integrity
• Ownership
• Teamwork

Kanji Forex Private Limited is an RBI-authorized Authorised Dealer Category II (AD-II) entity, owned by Finnew Solutions Private Limited, providing foreign exchange services in accordance with RBI regulations. Over the years, we have built a reputation for transparency, reliability, and compliance, ensuring that all transactions adhere to regulatory guidelines.

*Niyo is dedicated to fostering a diverse and inclusive workplace. As an equal opportunity employer, Niyo does not discriminate based on race, national origin, gender, gender identity, sexual orientation, disability, age, or any other legally protected status.*