Client Technical Support Associate Jobs

The Client Support Executive is responsible for: Providing customer service and support in the mutual funds/Stocks Investments. This role involves addressing client inquiries, resolving issues, and ensuring clients have a thorough understanding of the firms mutual fund products and Stocks services. WhatsApp Client Support handling On call discussion with clients for any update/query/informationProvide services-related facts/answers to clients after discussion with the Operations team or as guided by the team head Point of contact for clients for any query regarding investment status, reports, transactions status, upcoming investments, documents requirements, etc.Patiently reverting WhatsApp communications or on calls.

As a Technical Support Executive, you will be responsible for providing exceptional support to our customers by troubleshooting technical issues, resolving inquiries, and ensuring customer satisfaction. You will work closely with clients to understand their needs and provide solutions in a timely manner.Key Responsibilities:Respond to customer inquiries via phone, email, or chat regarding technical issues.Diagnose and troubleshoot hardware and software problems.Provide step-by-step guidance to customers to resolve technical issues.Document customer interactions and maintain accurate records of issues and resolutions.Collaborate with the development and engineering teams to escalate unresolved issues.Educate customers on product features and best practices.Conduct follow-up calls or emails to ensure issue resolution and customer satisfaction.Stay up-to-date with product knowledge and industry trends.Participate in training sessions and contribute to knowledge base articles.Qualifications:Bachelor's degree in Computer Science, Information Technology, or related field (or equivalent experience).Proven experience in technical support or a related field.Strong understanding of computer systems, mobile devices, and software applications.Excellent problem-solving skills and attention to detail.Strong communication skills, both verbal and written.Ability to work independently and as part of a team.Customer-oriented attitude with a passion for helping others.

1. Collection of all the Documents, Cheques, Photos with to open investment accounts for Mutual Funds, Equity Broking and For Life, Health and Accidental Insurance2. KYC Completion of Clients,3. Client Data Gathering and Completion of Risk Profiling.4. Completion of the Mutual Fund Account and Equity Broking Account Opening Forms, Insurance Proposal Forms5. Submission of Forms to Cams, Karvy, Respective AMCs, and Insurance Companies6. Scanning of Documents and Uploading to the CRM Drive of Respective Clients and other Web Portals7. Be able to carry on transaction online through invest well/ Red vison/Wealth Magic / Revision etc through the BSE Star MF and MF utility and Mister Bond platform.8. Should be able to work and update the Data on Red vision/ Invest well Software etc9. Checking if the feed is Updated and Data Reconciliation and Data Management.10. Check the Clients Investments and Check whether Clients portfolios are matching with their Financial Goals, If there is major deviation then immediately bring that to the notice of the senior.11. To be able to crosscheck that the investment, redemption, purchase has been effectively done and communicate to client.12. Be able to do portfolio review of the Investments of the Client.13. Be able to generate various kinds of reports and to send to the client regularly.14. Prior Experience in Share Trading Platform Preferred.15. FIND THE NEW OPPORUNITIES FOR THE NEW BUISNESSPreferred Qualifications: Graduates and Undergraduates in BCom, BFM, BFA, BFI, BBI, BMS, BBM.Required Knowledge and Skills: English Reading and Writing Skills,Fluency in Bengali and HindiComputer Knowledge - Word, Excel, Power Point, E Mailing Skills, Social Media Marketing, Investment Markets and Products Knowledge, Tax Knowledge etc.Special Trait & Qualities: Good Communications Skills, Self-Discipline, Punctuality, Growing Mindset, Open for Feed back, Team Player. Past Experience: 1 to 2 Years Experience.

1.client co-coordinate, working on their requirement and responding their queries on time.2.Documnetion -reporting generating, Editioned after the review 3.coordinate with client and back office team 4.montiring of device daily basis 5. Error Reporting on Device 6.Internal team coordinate 7. Deep understating of device

Job DescriptionThe candidate should have the ability to help customers via Online Chat, Phone, or Remote Support.Responsibilities1. Identify customer needs and assist customers in selecting suitable products.2. Update our internal databases with information about technical issues and useful customer conversations.3. Discuss feature requests and workaround with team members.4. Inform customers about new features and functionality while installing our software via a remote support tool.5. Following up with customers to ensure their technical issues are resolved.6. As required, take on additional responsibilities on an ongoing basis.Key Skills/Knowledge1. Ability to communicate effectively in English and Hindi, both written and verbally2. A good understanding of computing (e.g. Windows 7, 8, 10, and MS Office) is required.3. The ability to multi-task and work with speed and accuracy4. A basic understanding of financial services (NSE, BSE, MCXMin Education Qualification:- Graduate (B Com or B Sc or Diploma Engineer or BBA or BCA or M Com or MBA)Interview Time - 10 am to 4 pm (Monday to Saturday)Location:- 9th Floor (STPI), Tower One, GIFT City, Gandhinagar, Gujarat. 382355