As a Client Services Analyst at Actlogica, you will play a critical role in onboarding and supporting new companies on our enterprise platform, helping users navigate workflows with ease and confidence. You'll serve as a central connection between our clients and internal teams, providing not only technical support but also facilitating feedback to drive continuous product improvement.

Your goal - To exceed user expectations with a supportive, knowledgeable approach and ensure that customer queries are resolved quickly and effectively.

Key Responsibilities

- Customer Support & Engagement: Act as the primary point of contact for customer inquiries, complaints, feedback, and service requests. Deliver prompt and friendly responses to foster a positive experience.
- Product Knowledge & Training: Engage with Product Managers and Subject Matter Experts to gain a comprehensive understanding of Actlogica’s features and workflows, enabling you to educate and empower the user community.
- Issue Resolution: Quickly categorize, troubleshoot, and resolve customer issues, escalating more complex problems as necessary.
- Quality & Performance: Ensure adherence to SLAs and identify areas for training that will improve key performance metrics.
- Knowledge Base Contribution: Develop resources for the Actlogica knowledge base by documenting common issues and crafting helpful articles for users.
- Complaint Management: Handle customer complaints to completion,



ensuring a satisfactory outcome and prompt, detailed reporting on all cases.

Requirements Ideal Candidate Profile:

- Financial Services Expertise: Previous experience in the financial services industry is required, with a focus on the Capital Market domain. Should keep self aware of compliance aspects and regulator updates.
- Certifications: Preference for candidates who have passed the NISM V Exam.
- Analytical Skills: Solid understanding of financial concepts, with the ability to analyze user challenges and explain solutions across various levels of financial literacy.
- Empathy & Communication: Ability to empathize with users and articulate issues clearly in both written and spoken English.

Preferred Domain Experience

- Asset Types: Exposure to Mutual Funds, Direct Equity, Bonds, PMS, AIF, Fixed Deposits, and Loans.
- Wealth Management Ecosystem: Familiarity with operations related to Stock Brokers, RTAs like CAMS and Karvy, and Exchanges such as BSE and NSE.
- Specialized Knowledge: Understanding of Corporate Actions, and their implications, Computation of portfolio performance numbers, PMS Operations

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📌 Analyst - Client Services (Hyderabad)
🏢 Actlogica Solutions Private
📍 Hyderabad