Company Description ActivWealth is a next-generation, full-stack wealth management platform designed to support a wide range of investment needs. The company focuses on building personalized investment portfolios with optimal risk–reward ratios tailored to individual goals. Clients can access diverse products including mutual funds, bonds, portfolio management services (PMS), startup investments, and more.

ActivWealth leverages technology and expert insights to simplify investing and help clients grow and protect their wealth. The team is committed to delivering a seamless, transparent, and client-centered investment experience.

Role Description This is a full-time, on-site Customer Service Representative role based in Bengaluru.

The Customer Service

Representative will be responsible for responding to client inquiries via phone, email, and chat, providing clear information on ActivWealth’s products and services. The role involves resolving issues, guiding clients through account-related processes, and ensuring a smooth onboarding and post-investment experience. The representative will document interactions, escalate complex issues when needed, and collaborate with internal teams such as operations and advisory to address client requests.





The position also includes gathering client feedback to improve service quality and supporting initiatives that enhance client satisfaction and retention.

Qualifications

- Strong customer-facing skills with experience in Customer Service and Customer Support.
- Ability to maintain high levels of Customer Satisfaction and contribute to a positive Customer Experience.
- Experience working as Customer Service Representatives or in similar client-facing roles.
- Excellent verbal and written communication skills in English; additional local language proficiency is an advantage.
- Comfort with explaining financial or investment concepts to clients in a clear and accessible manner.
- Proficiency with CRM tools, ticketing systems, and basic office software (e.g., MS Office, Google Workspace).
- Robust problem-solving skills, attention to detail, and ability to manage multiple client requests simultaneously.
- Previous experience in financial services, fintech, or wealth management is preferred.
- Bachelor’s degree in business, finance, communications, or a related field, or equivalent practical experience.

📌 Customer Service Representative (Bengaluru)
🏢 Activwealth
📍 Bengaluru