Company Description TrueAsppire Finserve Private Limited is a Mumbai-based financial services firm focused on helping individuals and businesses achieve financial clarity, growth, and security. The company offers a comprehensive range of investment and wealth solutions, including demat account opening, trading support, mutual fund advisory, SIP planning, insurance services, IPO guidance, and portfolio review. TrueAsppire also supports clients with unclaimed dividends and shares (IEPF) claim assistance, delivering end-to-end services from account setup to ongoing portfolio management.

With over 1,000 clients served across India, the firm is known for trust, transparency, personalized advice, and both online and offline onboarding support. Applicants will join a growing organization committed to guiding clients on their journey toward financial freedom.

Role Description The Customer Service Executive is a full-time, on-site role based in Mumbai. The role involves handling client inquiries across phone, email, and in-person channels, ensuring prompt, accurate, and courteous responses.

Responsibilities include assisting clients with onboarding processes, account opening, documentation, transaction support, and basic queries related to investment and wealth solutions.

The Customer Service

Executive will track and resolve service requests,



maintain customer records, follow up on pending issues, and coordinate with internal teams to ensure timely resolution. The role also includes supporting client education on services, collecting feedback, and contributing to ongoing improvements in customer experience and service quality.

Qualifications

- Strong Interpersonal Skills with the ability to build trust and maintain professional client relationships.
- Proven focus on Customer Satisfaction through empathetic communication and follow-up.
- Hands-on experience in Customer Support and Customer Service in financial services or related domains.
- Ability to assist in Customer Service Management, including prioritizing queries and coordinating resolutions.
- Excellent spoken and written communication skills in English and local languages.
- Basic understanding of financial products such as demat accounts, mutual funds, and insurance is preferred.
- Proficiency in using CRM tools, email, and office productivity software.
- Minimum educational qualification: bachelor’s degree or equivalent in any discipline; commerce or finance background is an advantage.
- Detail-oriented, organized, and able to work in a rapid-paced, client-centric environment.

📌 Customer Service Executive (Mumbai)
🏢 TrueAsppire Finserve Private
📍 Mumbai