Company Description InvosWealth® is an AI-powered data platform for stock research, trusted by more than 50,000 retail and high-net-worth investors. The company focuses on enhancing investment decision-making in a rapidly evolving economic and financial market environment.

By combining advanced research methodologies with Generative AI, InvosWealth® delivers precise, data-driven insights for strategic investment choices. Its platform modernizes traditional company research through sophisticated data harnessing, positioning the organization at the forefront of technological innovation in finance.

Role Description This is a full-time, on-site Customer Service Associate role based in South Delhi.

The Customer Service

Associate will respond to investor and user inquiries via phone, email, and chat, providing clear and accurate information about the platform’s features and services.

Responsibilities include handling service requests, resolving issues, guiding users through onboarding and product usage, and documenting interactions in the CRM system. The role involves maintaining high levels of customer satisfaction, collecting feedback, and collaborating with internal teams to improve customer experience and support processes.



The individual will also educate customers on best practices for using InvosWealth® tools and escalate complex issues when necessary.

Qualifications
Solid Customer Service and Customer Support skills to handle inquiries, resolve issues, and provide helpful guidance.
Ability to maintain high Customer Satisfaction and deliver a positive, consistent Customer Experience.
Qualified Phone Etiquette and clear communication skills for interacting with diverse customers.
Excellent verbal and written communication abilities in English; proficiency in additional regional languages is an advantage.
Prior experience in customer-facing roles, preferably in fintech, financial services, or technology platforms.
Comfort with using CRM tools, ticketing systems, and basic office software; ability to learn new digital tools quickly.
Strong problem-solving skills, attention to detail, and a customer-centric mindset.
Ability to work on-site in South Delhi, manage multiple queries, and perform effectively in a fast-paced workplace.
Diploma or bachelor’s degree in any discipline is preferred; relevant certifications in customer service are a plus.

📌 Customer Service Associate South Delhi (India)
🏢 InvosWealth®
📍 India