We are looking for people who:

  • Have previous experience in Financial Services Industry
  • Love writing, and can do so quickly and clearly (you need to be fluent and highly proficient in English).
  • Have passed the NISM V Exam for Mutual Fund Distributors and hold an active ARN number(good to have)
  • Feel comfortable with financial concepts, have great analytical skills, and can explain how InvestWell works to a range of audiences.
  • Will empathize with users and quickly grasp the issues they’re facing.
  • Enjoy the puzzle of solving open-ended problems.
  • Happily take on new projects which involve researching to quickly become a subject matter expert, and driving them to completion.
  • Knowledge about Mutual fund industry (Must)

What you’ll do:

  • Act as a single point of contact for customers with queries, complaints, feedbacks, requests etc.
  • Learn topics from subject matter experts and interact with Product Managers to properly educate the user community.
  • Wield the English language to simplify complicated Financial topics.
  • Categorize and solve customer issues.
  • Recognize and escalate potential problems.
  • Ensuring adherence to SLAs and devise training to improve key metrics.
  • Actively contribute to knowledge base by identifying common issues and creating self help articles.
  • Efficient dealing of complaints to completion and enabling satisfaction of customer.
Job Location: Gurgaon
Experience (Years): 1-3 Years
Sub Location: Sector 32

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