Sr. Customer Care Executive

Arhamwealth; Surat; On-site; INR 334,800 - 502,200; Full time

Job summary

Arhamwealth is seeking a Senior Customer Care Executive in Surat to supervise customer interactions across calls, emails, and chats. The role requires good knowledge of stock market services, problem-solving skills, and proficiency in CRM systems. The ideal candidate should have 3–5 years of experience in financial services or broking. Responsibilities include managing back-office operations for Mutual Funds and PMS, handling IPO-related activities, and ensuring customer satisfaction.

Qualifications

• Graduate with 3–5 years of experience in Broking / Financial Services preferred.
• Good communication skills in English, Hindi, and Gujarati.

Responsibilities

• Handle and supervise customer interactions via calls, email, and chat.
• Resolve complex customer queries and provide end-to-end support.
• Assist clients with stock market services, including transactions.
• Manage back-office operations for Mutual Funds and PMS.
• Handle IPO-related activities, including assisting clients with IPO processes.

Skills

Good knowledge of Stock Market

Ability to handle end-to-end customer service operations

Problem-solving mindset

Proficiency in MS Office

Languages: English, Hindi, Gujarati

Education

Graduate (any stream)

Tools

CRM systems

Job description

Job Description – Senior Customer Care Executive (Sr. CCE)

Location: Surat

Responsibilities

• Handle and supervise customer interactions via calls, email, and chat in a professional manner.
• Resolve complex customer queries, complaints, and provide end-to-end support.
• Support team members in handling difficult or unresolved cases.
• Assist clients with stock market services such as account queries, freeze/unfreeze requests, and transactions.
• Manage back‑office operations for Mutual Funds and PMS, including transaction processing (purchase, redemption, switch), client queries related to holdings, NAV, statements and reports, coordination with AMCs and internal teams for issue resolution.
• Handle IPO‑related activities, including assisting clients with IPO bidding/application process, resolving IPO‑related queries (status, allotment, mandate issues), coordinating with clients and banking channels for smooth processing, ensuring smooth coordination with internal departments (Operations, RM Team, Compliance), maintaining proper records, MIS reports and customer interaction data.
• Identify customer needs and provide prompt, accurate solutions.
• Suggest process improvements and contribute to overall service quality.

Required Skills

• Good knowledge of Stock Market, Mutual Funds, PMS and IPO processes.
• Ability to handle end‑to‑end customer service operations.
• Problem‑solving mindset and team support capability.
• Proficiency in MS Office and basic systems/CRM.
• Languages: English, Hindi, Gujarati.

Qualification & Experience

• Graduate (any stream).
• 3–5 years of experience in Broking / Financial Services (preferred).