Customer Support Executive

URGENT Job Opportunity: Support Executive – Mutual Funds Sector

📌 Position Details

• Job Title: Support Executive – Mutual Funds Products

• Experience Required: 6 months to 1 year (insurance/finance sector preferred)

• Employment Type: Full-time

• Salary Range: ₹13,000 – ₹15,000/month + Attractive Incentives

• Languages: Gujarati & Hindi (Mandatory); English (Preferred)

• Location: Candidates from nearby locations will be most preferred.

🎯 Key Responsibilities

1)      Client Support & New Investments:

·         Assist in preparing and explaining mutual fund investment proposals.

·         Facilitate new investment application submissions and documentation.

·         Support cross-sell and up-sell efforts by preparing personalized investment proposals.

2)      Transaction Processing & Record Keeping:

·         Monitor and follow up on SIP registrations, redemptions, and rejections.

·         Ensure accurate and timely data entry in internal systems (Client Desk, Partner Desk, eWealth).

·         Maintain daily transaction records and generate required reports.

3)      Client Communication:

·         Act as the first point of contact for client queries related to mutual fund services.

·         Coordinate with clients for investment renewals and documentation updates.

·         Share periodic reports and portfolio updates with clients.

4)      Engagement & Support Activities

·         Invite clients to events such as webinars or investment awareness programs.

·         Maintain records of client communication and support history.

· Liaise with internal teams to resolve operational issues.

·        Adhere to IRDAI and AMFI guidelines and internal compliance protocols.

·         Attend ongoing training sessions to enhance sales skills and product understanding.

👤 Candidate Profile:

• Education: Minimum 12th pass; Graduation (college drop-outs after 1st / 02nd or 03rd year).

• Experience: 6 months to 1 year in customer support / back office support with knowledge of Mutual Funds etc.

• Sector Experience: Insurance/Finance experience is an added advantage

• Skills required:

• Strong communication and persuasion skills

• Basic computer Literacy (MS Excel, CRM usage)

• Confident, quick learner, and result-oriented.

💼 Salary & Benefits

• Fixed Salary: ₹13,000 – ₹15,000 per month (Negotiable for the right candidate)

• Bonus: Annual performance bonus (as per company policy)

• Training: Product and communication training at onboarding

• Growth: Career progression opportunities into senior roles

📨 How to Apply

 We welcome enthusiastic candidates to be part of our growing team at Pacifique Investments.

Application Channels:

• Email your resume: hr@pacifiqueinvestments.com

• WhatsApp your resume: +91 7567444511

• Walk-in Interviews: Monday to Friday | 11:00 AM – 5:00 PM

Office Address:

 Pacifique Investments

 304-305, Union Heights,

 Behind Lalbhai Contractor Stadium,

 Vesu, Surat – 395007.

• It is a Full Time Customer Support / TeleCaller job for candidates with 6 months - 1 years of experience.

More about this Customer Support Executive job

1. What is the eligibility criteria to apply for this Customer Support Executive job?
   Ans: The candidate should be 12th Pass and above and above with 6 months - 1 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹13000 - ₹15000 per month that depends on your interview. It's a Full Time job in Surat.
3. How many working days are there for this Customer Support Executive job?
   Ans: This Customer Support Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Customer Support Executive job?
   Ans: No, there is no fee applicable for applying this Customer Support Executive job and during the employment with the company, i.e., PACIFIQUE INVESTMENTS.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Customer Support Executive role?
   Ans: There is an immediate opening of 1 Customer Support Executive at PACIFIQUE INVESTMENTS
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Customer Support / TeleCaller job.
8. What are the timings of this Customer Support Executive job?
   Ans: This Customer Support Executive job has Day Shift.