Role & responsibilities :

- Handle customer queries through phone calls, WhatsApp, email and other support channels.
- Assist customers with queries related to the MF Bharat App, including registration, login, transactions, SIPs, KYC, portfolio viewing and other app features.
- Understand customer concerns and provide accurate and timely resolutions.
- Troubleshoot basic app-related issues and coordinate with the technology team for technical problems.
- Assist customers with mutual fund transaction-related queries and coordinate with the relevant internal teams when required.
- Follow up on unresolved queries and ensure timely closure.
- Maintain proper records of customer interactions, complaints and resolutions.
- Escalate complex or sensitive customer issues to the appropriate team.
- Educate customers about relevant app features and help them use the platform effectively.
- Maintain a high level of professionalism,



empathy and patience while interacting with customers.
- Ensure compliance with internal processes and customer service standards.

Desired Skills & Qualifications

- Graduate in any discipline.
- 13 years of experience in customer support / customer service, preferably in FinTech, Mutual Funds, Banking, Broking or Financial Services.
- Valuable verbal and written communication skills.
- Comfortable communicating in English, with added knowledge of Hindi or Marathi.
- Basic understanding of Mutual Funds and SIPs is preferred.
- Comfortable using mobile applications, CRM systems, email and WhatsApp.
- Strong problem-solving and follow-up skills.
- Ability to handle multiple customer queries efficiently.
- Customer-first attitude with patience and a professional approach.

📌 Customer Support Executive (Mumbai)
🏢 Prudent Asset India
📍 Mumbai