Job Title Operations Executive-Investment-Surat-30k Experience Required Minimum 1-3 years in operations or administrative roles Salary 25k - 30k Industry Investment Advisory Role Overview We are seeking a proactive Smallcase Operations Executive Customer Support Specialist to join our growing team The role involves managing client communications coordinating webinars and engagement events optimizing operational efficiency and automating communication workflows using Salesforce CRM You will play a key role in enhancing the overall customer experience and ensuring seamless execution of Smallcase-related activities Key Responsibilities Customer Support Engagement Handle client queries through calls emails and WhatsApp Ensure high levels of client satisfaction retention and engagement Collect and analyze customer feedback to identify improvement opportunities Support the continuous enhancement of Smallcase offerings and processes Event Webinar Coordination Organize and manage client engagement events and meet-and-greet sessions Conduct and host Zoom webinars manage invitations and maintain attendance records Coordinate with the team for event communication and follow-ups Salesforce Utilization Automation Learn and manage Salesforce CRM for bulk mailing and WhatsApp communication Create and automate email workflows and track their performance Optimize Salesforce processes to improve customer communication efficiency Smallcase Management Maintain and update operational data including discounts refunds distributions webinar links rebalance reports Google Forms response sheets and mailing lists Draft and manage client communications emails WhatsApp messages announcements Contribute ideas to improve and streamline Smallcase services and operations Key Skills Qualifications Experience 1-3 years in customer support operations or financial services Education Graduate in Commerce Finance or related field preferred Solid communication coordination and problem-solving skills Familiarity with Salesforce CRM Zoom and WhatsApp Business tools is an advantage Ability to multitask manage data and automate workflows efficiently Detail-oriented tech-savvy and customer-focused mindset

📌 Operations Executive-investment-surat-30k
🏢 Rishi Jobs
📍 Surat