We’re Hiring: Customer Experience & Operations SpecialistLocation - Surat | Full-Time | On-siteNiveshaay Investment Advisors (SEBI Registered RA) is looking for a dynamic professional to manage client experience, operations, and Salesforce automation for our Equity Basket Division.Key Responsibilities• Handle client queries via calls, email & WhatsApp• Coordinate webinars & client engagement activities• Manage Salesforce for mailers, WhatsApp workflows & automation• Maintain data for equity baskets (discounts, refunds, reports, lists, etc.)• Draft concise communication for investorsRequirements• Bachelors in Commerce / Finance with relevant experience• Minimum 2 years work experience in customer relations / operations management• Strong communication & problem-solving skills• Able to summarize reports/blogs into crisp updates• Familiarity with Salesforce, Zoom & automation tools is a bonusPay:Compensation will be determined based on your qualifications, experience and skill set.Why Join Us:Fast-growing finance firm offering hands-on exposure to automation, streamlined operations, and high-impact customer engagementApply at: career@Subject: Application – Customer Experience & Operations
Job Title
Customer Experience & Operations Specialist