Executive - Customer Care

Holistic Investment Planners; Chennai; On-site; INR 250,000 - 400,000; Full time

Job summary

Holistic Investment Planners in Chennai is hiring for a customer support role with a financial background. The position targets fresh to early-career candidates (0–2 years) and requires English communication and basic computer skills.

Working Mon–Sat, 9:30 AM to 6:00 PM, you will handle mutual fund processes and maintain client data. Applicants should have UG/PG degrees in a financial field and be based in Chennai.

Qualifications

• UG/PG degree with financial background.
• 0–2 years of experience.
• Chennai-based with office hours Mon–Sat 9:30–6:00.
• Strong English communication and computer skills.

Responsibilities

• Mutual fund and other investment application processes.
• Maintaining client data.
• Timely, professional responses to complaints, requests and queries.
• Enabling customer satisfaction.

Skills

Communication in English

Computer literacy

Typing

MS Excel & Word

Education

UG / PG degree

Tools

Microsoft Excel

Microsoft Word

Job description

Job Summary

Female / Male UG / PG degree, financial background 0 - 2 years Chennai Mon - Sat, 9.30 am - 6.00 pm

Responsibilities

• Mutual fund and other investment application processes
• Maintaining client data
• Timely, professional responses to complaints, requests and queries
• Enabling customer satisfaction

Key Skills

• Good communication in English
• Computer knowledge
• Microsoft Excel and Word
• Typing

Requirements

• UG / PG degree
• Financial background
• 0 - 2 years experience
• Chennai
• Mon - Sat, 9.30 am - 6.00 pm