About Company:
iRecord Software serves as a powerful tool empowering the Indian investing community to manage their investments effortlessly, practice personal Investment Accounting, and streamline portfolio management. We developed the software in response to the absence of a suitable solution for Indian investors and professionals, who often resorted to outdated tools and complex spreadsheets, iRecord software eliminates the complexities of manual data tracking and errors associated with spreadsheet usage.
As a Customer Success Executive at iRecord, you will be a crucial part of our mission to provide exceptional customer service and support to our clients. You will interact with our diverse customer base, assisting them with inquiries, resolving issues, and ensuring they have a positive experience when using our wealth-tech solutions.
Overview (Only for Immediate Joiners)
Job Responsibilities
- Customer Engagement: Interact with customers through various channels (phone, email, chat) to provide exceptional service, address inquiries, and resolve issues promptly and professionally.
- Issue Resolution: Investigate and troubleshoot customer concerns, escalating complex issues to the appropriate teams for resolution while ensuring timely follow-up and resolution.
- Product Knowledge: Develop and maintain a deep understanding of iRecord’s software solutions to provide accurate information and guidance to customers.
- Data Management: Ensure the accurate recording and documentation of customer interactions, inquiries, and issue resolutions in our CRM system.
- Collaboration: Collaborate effectively with cross-functional teams, including technical support and sales, to deliver seamless customer experiences.
- Technical Testing: Ensure Customer data is accurately tested and consecutive feedback noted in the system for technical resolutions.
- Feedback Gathering: Actively solicit and collect customer feedback and insights to identify opportunities for improvement and relay valuable information to relevant teams.
- Adherence to Standards: Adhere to company policies, procedures, and service standards to ensure consistency and excellence in customer service.
Requirements
- Bachelor's degree in commerce, Business, Finance, or a related field.
- Understanding of Indian stock markets / capital markets is a must.
- 6 months to 2 years of experience in customer service, preferably in the fintech or financial services/ stock broking / financial services industry.
- Exceptional communication skills, both verbal and written. Adaptive, humble, leadership skills.
- Strong problem-solving abilities and a customer-centric mindset.
- Ability to work independently and collaboratively in a team environment.
- Proficiency in using customer relationship management (CRM) software.
- Positive attitude and dedication to delivering outstanding customer service.
- Accepting Candidates residing or ready to relocate in Mumbai Western suburbs only.
Probationary period – Three months
Pay: ₹25,000.00 - ₹40,000.00 per month
Work Location: In person
