Experience: 0 to 2 Years

Industry: Banking / Financial Services / FinTech

Location: Bengaluru

Employment Type: Full-Time

Job Summary

We are looking for a Customer Support Executive to manage customer queries, provide banking and financial service support, and build strong customer relationships. The role will also involve relationship marketing, customer engagement, service promotion, and supporting customer retention initiatives.

Key Responsibilities

- Handle customer queries through calls, email, chat, and other support channels.
- Assist customers with account-related queries, transactions, payments, deposits, withdrawals, and service requests.
- Build and maintain positive relationships with customers through regular communication and follow-ups.
- Understand customer requirements and recommend relevant products, services, or solutions.
- Support relationship marketing and customer engagement activities.
- Follow up with existing customers to improve customer retention and engagement.
- Identify potential cross-selling and up-selling opportunities based on customer requirements.
- Handle customer complaints and coordinate with internal teams for timely resolution.
- Support KYC and customer verification processes as required.
- Coordinate with Operations, Compliance, KYC, Risk,



and Technical teams.
- Maintain accurate customer records, interaction details, and follow-up status.
- Achieve assigned customer service, engagement, and relationship management targets.
- Follow company SOPs, SLAs, compliance requirements, and quality standards.

Requirements
- Bachelor's degree in any discipline.
- 0–2 years of experience in Customer Support, Relationship Management, Banking, BPO, FinTech, or Financial Services.
- Strong verbal and written communication skills.
- Customer-focused attitude with good relationship-building skills.
- Basic understanding of banking/financial services and customer transactions.
- Good negotiation, follow-up, and problem-solving skills.
- Basic knowledge of MS Office / Excel / CRM tools.
- Willingness to work in rotational shifts, if required.

Key Skills

Customer Support | Relationship Management | Relationship Marketing | Banking Operations | Customer Engagement | Cross-Selling | Upselling | Customer Retention | KYC | Complaint Handling | CRM | Communication Skills

Pay: ₹30,000.00 - ₹41,000.00 per month

Benefits

- Cell phone reimbursement
- Versatile schedule
- Paid sick time
- Provident Fund

Work Location: In person

📌 Customer Support Executive – Banking OperationsCustomer Support Executive – Relationship Marketing & (Bengaluru)
🏢 KoinBX
📍 Bengaluru