Job Description Job Description – Customer Support Executive (Mid-Level)
n Position: Customer Support Executive (Mid-Level)
n Department: Customer Support / Client Services
n Experience: 3–5+ Years
n Location: Mohali
n Role Overview
n We are looking for a customer-focused and proactive Customer Support Executive to deliver exceptional support to clients using our trading platforms and financial services. The ideal candidate will have hands-on experience in customer support, strong troubleshooting abilities, and excellent communication skills. This role involves assisting clients with platform-related queries, coordinating with internal teams to resolve technical issues, and ensuring a seamless customer experience.
n Key Responsibilities
n n Serve as the primary point of contact for customer enquiries received through email, chat, phone, and ticketing systems.
n Provide timely, accurate, and professional support to clients using ActTrader platforms and related products and services.
n Troubleshoot platform, account, and service-related issues while ensuring prompt resolution within defined service levels (SLAs).
n Escalate complex technical issues to Product, IT, or Development teams and follow up until resolution.
n Assist clients with account-related processes, platform navigation, product information, and general operational queries.
n Monitor and manage support tickets, ensuring proper categorization, prioritization, documentation, and timely closure.
n Maintain high levels of customer satisfaction by delivering excellent service and proactive communication throughout the support process.
n Create, update, and maintain knowledge-base articles, FAQs, user guides, and internal support documentation.
n Collaborate with cross-functional teams, including Product, Operations, Compliance, and Technical Support, to resolve customer issues efficiently.




n Identify recurring customer issues and recommend process improvements to enhance service quality and operational efficiency.
n Stay updated on platform enhancements, product releases, and industry developments to provide accurate customer guidance.
n Adhere to company policies, regulatory requirements, and data security standards while handling customer information.
n n Required Qualifications & Skills
n n Bachelor's degree in any discipline; a degree in Business, Finance, Information Technology, or a related field is preferred.
n 3–5+ years of hands-on experience in Customer Support, Client Services, Technical Support, or Helpdesk operations.
n Excellent verbal and written communication skills with a strong customer-first mindset.
n Strong analytical, troubleshooting, and problem-solving abilities.
n Ability to manage multiple customer requests while maintaining accuracy and responsiveness.
n Experience using CRM platforms and ticketing systems such as Zendesk, Freshdesk, Salesforce, Jira Service Management, or similar tools.
n Strong organizational skills with the ability to work effectively in a rapid-paced environment.
n Proficiency in Microsoft Office and general computer applications.
n n About Finvasia
n Finvasia is a multi-disciplinary, multinational organisation operating across financial services,
n technology, real estate, and healthcare. Over the past 13+ years, Finvasia has built and
n managed global platforms serving millions of clients across 180+ countries.
n With a portfolio of brands including Fxview, Shoonya, ACT Trader, CapitalWallet, Zulutrade,
n AAAfx, Gini Health, bodyLoop, StackFlow, and more, Finvasia offers a collaborative and
n diverse work environment with global exposure and opportunities to work across
n cutting-edge technologies.
n Finvasia is an equal opportunity employer, committed to diversity, inclusion, and a
n supportive workplace culture

📌 Customer Support Executive (Amritsar)
🏢 Finvasia
📍 Amritsar