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About the Company

Prabin Agarwal — Empowering Investors is an AMFI-registered Mutual Fund Distributor based in Siliguri. We focus on delivering a transparent, responsive and smooth experience to investors through timely communication and ongoing service support.

We are looking for a responsible and communication-focused Customer Success Executive to support our existing investors and ensure a smooth service experience.

The candidate will handle investor queries, coordinate with internal teams, maintain follow-up records and assist investors with documentation, transactions and digital platform-related support.

Key Responsibilities

• Handle investor queries through calls, WhatsApp, email and office visits.
• Provide updates regarding transactions, documents and service requests.
• Assist investors with app login, account access, statements and basic platform queries.
• Follow up on pending documents, KYC requirements and service requests.
• Coordinate with the relationship management, operations and back-office teams.
• Track open queries and ensure timely resolution.
• Maintain accurate records of conversations and follow-ups.
• Welcome and assist newly onboarded investors.
• Collect investor feedback and communicate concerns to the relevant team.
• Maintain confidentiality while handling investor information.
• Follow internal processes and regulatory guidelines.

Candidate Requirements

• Graduate in any discipline.
• 1–3 years of experience in customer service, client servicing or a related role is preferred.
• Good verbal and written communication skills.
• Proficiency in Hindi and English.
• Knowledge of Bengali will be an advantage.
• Basic knowledge of Microsoft Excel, Word, email and WhatsApp.
• Good listening, coordination and follow-up skills.
• Patient and professional while handling customer concerns.
• Ability to manage multiple queries and responsibilities.
• Willingness to learn about mutual funds and investor servicing.

Preferred Candidate Profile

• Responsible and well-organised.
• Strong ownership towards resolving customer queries.
• Comfortable communicating with people from different age groups.
• Able to work collaboratively with different departments.
• Interested in building a long-term career in customer servicing.

Working Hours

Monday to Friday: 9:30 AM to 7:00 PM
Saturday: 9:30 AM to 2:30 PM
Lunch Break: 3:30 PM to 4:30 PM
How to Apply

Interested candidates can share their updated CV through:

WhatsApp: 9733073333
Email: hr@prabinagarwal.com

Location:

Pay: ₹35,000.00 - ₹45,000.00 per month

Location:

• Shiliguri, West Bengal (Darjeeling District) (Required)

Work Location: In person