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About the role
We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.
Key Responsibilities
Act as the primary point of contact for clients regarding investments and account-related queries
Assist customers with onboarding, documentation, and KYC processes
Handle queries related to mutual funds, portfolios, transactions, and statements
Resolve customer issues promptly via phone, email, and chat
Coordinate with internal teams (operations, advisors, compliance) for issue resolution
Maintain accurate records of customer interactions in CRM systems
Provide timely follow-ups and proactive customer communication
Required Skills & Qualifications
Bachelor’s degree in Finance, Business, Commerce, or related field
1–3 years of experience in customer support, banking, or wealth management
Basic knowledge of mutual funds, investments, and financial markets
Excellent verbal and written communication skills
Strong problem-solving and interpersonal abilities
Comfortable using CRM tools and MS Office
Customer-centric attitude with attention to detail
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Apply on BFC SOFTTECH PVTLTD