Company Description Capius Wealth Private Limited is a financial advisory firm that supports individuals, families, entrepreneurs, and businesses across investments, family wealth planning, and corporate finance. The team offers a wide range of investment solutions, including mutual funds, PMS, AIFs, direct equity, fixed income, bonds, NCDs, corporate deposits, REITs, InvITs, insurance, and international investments. Capius Wealth also assists clients with portfolio reviews, family office needs, retirement and succession planning, business funding, debt syndication, treasury matters, financial analysis, and Shadow CFO support. With experience in asset management, capital markets, portfolio advisory, corporate finance, and business operations, the firm focuses on explicit, practical advice grounded in clients’ actual needs. Headquartered across Mumbai, Ahmedabad, and Rajkot, Capius Wealth prioritizes long-term relationships and confidence in financial decision-making. Role Description This full-time, on-site Customer Support Specialist role is based in the Greater Rajkot Area. The specialist will respond to client inquiries across phone, email, and digital channels, providing accurate information on services and resolving issues in a timely manner. Daily responsibilities include logging and tracking support requests, troubleshooting basic technical and account-related problems,



and escalating complex issues to appropriate internal teams. The role involves collaborating with advisors and operations staff to ensure a smooth client experience, collecting feedback to improve services, and maintaining up-to-date knowledge of Capius Wealth’s offerings. The specialist is expected to uphold high standards of professionalism, confidentiality, and customer satisfaction in every interaction. Qualifications
• Candidates should possess strong Customer Support and Customer Satisfaction skills, with a service-oriented mindset.
• Candidates should possess excellent Interpersonal Skills, including clear communication, empathy, and active listening.
• Candidates should possess Technical Support capabilities, with the ability to use CRM tools and basic office software efficiently.
• Candidates should possess solid Analytical Skills to understand client issues, identify patterns, and suggest practical solutions.
• Relevant experience in financial services, wealth management, or customer-facing roles is beneficial.
• Bachelor’s degree in business, finance, commerce, or a related field is preferred.
• Strong spoken and written English and local language proficiency, with attention to detail and accuracy.
• Ability to work on-site in the Greater Rajkot Area, manage multiple tasks, and maintain confidentiality of client information.

📌 Customer Support Specialist (Rajkot)
🏢 Capius Wealth Private
📍 Rajkot