Technical Support Specialist

Yubi Markets; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Yubi Markets is seeking a capable Customer Support/Technical Support professional to assist wealth management clients by resolving platform issues across bonds and mutual funds.

You will handle onboarding, KYC, and order execution while ensuring adherence to SLAs and delivering clear technical explanations to non-technical users. Strong communication and empathy are essential in this role.

Qualifications

• 2+ years of customer support or technical support experience within financial services, fintech, or wealth management.
• Hands-on proficiency with Freshdesk (ticket assignment, SLA tracking, macro responses, and reporting).
• Strong domain understanding of mutual funds, corporate/government bonds, and fixed income instruments.
• Excellent troubleshooting skills with the ability to explain technical and financial solutions clearly to non-technical users.
• High empathy, patience, and strong written/verbal communication skills.

Responsibilities

• Troubleshoot and resolve technical and transaction-related issues for wealth management clients.
• Manage, categorize, and resolve support queries efficiently using Freshdesk while meeting SLA standards.
• Assist clients with onboarding, KYC verification, platform navigation, and order execution for bonds and mutual funds.
• Investigate trade failures, order status delays, and yield calculation discrepancies on fixed income products.
• Collaborate with engineering, product, and operations teams to resolve complex technical bugs.
• Document customer interactions and resolution workflows to improve the support knowledge base.

Skills

Customer support

Financial services knowledge

Tools

Freshdesk

Job description

Yubi Markets is a wholly-owned subsidiary of Yubi Group, India’s pioneering and largest debt platform. We stand at the forefront of enterprise finance and wealth distribution, creating a unified and powerful ecosystem for capital. At our core, we facilitate comprehensive enterprise finance solutions including but not limited to term loans, working capital, NCDs,CCD’s and unlisted equity to corporations across the spectrum, from agile SMEs/MSMEs to large listed entities. Complementing this, we are the home of Aspero, India’s premier Online Bonds Platform (OBP), which is revolutionizing access to fixed-income investments.

Our unique strength lies in our unparalleled multi-channel distribution network. We seamlessly connect products with capital through a vast and diverse channel partner ecosystem, including:

• National Distributors & Institutions
• Family Offices & Corporate Treasuries
• IFAs & Mutual Fund Distributors (MFDs)

By integrating deep institutional expertise with cutting-edge digital platforms and a ubiquitous distribution footprint, Yubi Markets is uniquely positioned to transform how capital is sourced, structured, and distributed in India. Joining us means being at the center of this transformation, with the tools and reach to execute deals of significant scale and impact.

Role Summary:

Deliver technical and operational support to clients and internal teams by resolving platform issues, tracking tickets, and facilitating smooth transactions across bonds, mutual funds, and fixed income products.

Key Responsibilities

• Troubleshoot and resolve technical, login, portal, and transaction-related issues reported by wealth management clients.
• Manage, categorize, and resolve incoming support queries efficiently using Freshdesk while maintaining strict SLA standards.
• Assist clients with onboarding, KYC verification, platform navigation, and order execution for bonds and mutual funds.
• Investigate trade failures, order status delays, and yield calculation discrepancies on fixed income products.
• Collaborate with engineering, product, and operations teams to elevate and resolve complex technical bugs.
• Document customer interactions, common technical queries, and resolution workflows to improve the support knowledge base.

Requirements

• 2+ years of customer support or technical support experience within financial services, fintech, or wealth management.
• Hands-on proficiency with Freshdesk (ticket assignment, SLA tracking, macro responses, and reporting).
• Strong domain understanding of mutual funds, corporate/government bonds, and fixed income instruments.
• Excellent troubleshooting skills with the ability to explain technical and financial solutions clearly to non-technical users.
• High empathy, patience, and strong written/verbal communication skills.