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 qualified 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

- Strong communication & customer handling skills
- Good 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 (India)
🏢 Arham wealth management
📍 India