Job Description – Senior Customer Care Executive (Sr. CCE)

Company: Arham Wealth Management Pvt. Ltd.

Location: Surat

Roles & Responsibilities
Handle and supervise customer interactions via calls, email, and chat in a skilled manner
Resolve complex customer queries, complaints, and provide end-to-end support
Support team members in handling difficult or unresolved cases
Assist clients with stock market services such as account queries, freeze/unfreeze requests, transactions, etc.
Manage back-office operations for Mutual Funds and PMS, including:
Transaction processing (purchase, redemption, switch)
Client queries related to holdings, NAV, statements, and reports
Coordination with AMCs and internal teams for issue resolution
Handle IPO-related activities, including:
Assisting clients with IPO bidding/application process
Resolving IPO-related queries (status, allotment, mandate issues, etc.)
Coordinating with clients and banking channels for smooth processing




Ensure smooth coordination with internal departments (Operations, RM Team, Compliance)
Maintain proper records, MIS reports, and customer interaction data
Identify customer needs and provide prompt, accurate solutions
Suggest process improvements and contribute to overall service quality

Required Skills
Solid communication & customer handling skills
Valuable knowledge of Stock Market, Mutual Funds, PMS, and IPO processes
Ability to handle end-to-end customer service operations
Problem-solving mindset and team support capability
Proficiency in MS Office and basic systems/CRM
Languages: English, Hindi, Gujarati

Qualification & Experience
Graduate (any stream)
3–5 years of experience in Broking / Financial Services (preferred)

Pay: ₹30,000.00 - ₹40,000.00 per month

Work Location: In person

📌 Sr Customer Care Executive Surat
🏢 Arham wealth management
📍 Surat