We are looking for a Customer Support Executive to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have robust communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

- Act as the primary point of contact for clients regarding investments and account-related queries
- Assist customers with onboarding, documentation, and KYC processes
- Handle queries related to mutual funds, portfolios, transactions, and statements
- Resolve customer issues promptly via phone, email, and chat
- Coordinate with internal teams (operations, advisors, compliance) for issue resolution
- Maintain accurate records of customer interactions in CRM systems




- Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

- Bachelor’s degree in Finance, Business, Commerce, or related field
- 1–3 years of experience in customer support, banking, or wealth management
- Basic knowledge of mutual funds, investments, and financial markets
- Excellent verbal and written communication skills
- Strong problem-solving and interpersonal abilities
- Comfortable using CRM tools and MS Office
- Customer-centric attitude with attention to detail

📌 Customer Care Executive (Lucknow)
🏢 BFC Capital
📍 Lucknow