Company Description

Indus is opening up access to India’s growth story for global investors through a simple, transparent, and seamless investment platform.

We are looking for a Customer Support & Onboarding Specialist who can help new users get started confidently, resolve customer queries with clarity, and deliver a high-quality support experience.

Role Overview

In this role, you will guide customers through onboarding, support them with platform and transaction-related queries, assist with technical troubleshooting, and work closely with internal teams to improve the overall customer journey.

You should be empathetic, proactive, detail-oriented, and comfortable explaining financial, operational, and technical concepts in a simple and professional manner.

What you will do

• Support customers through onboarding, documentation, account setup, and platform usage.
• Handle customer queries related to payments, transactions, order status, redemptions, and account servicing.
• Troubleshoot platform-related issues and coordinate with operations, compliance, product, and technology teams for resolution.
• Track customer interactions, follow-ups, and issue resolution using Zoho CRM or similar tools.
• Identify recurring customer issues and share feedback to improve processes and customer experience.
• Maintain high standards of accuracy when handling customer records, transaction issues, and documentation.

Key Requirements

• Prior experience in customer support, onboarding, client servicing, or operations within fintech, wealth management, mutual funds, broking, or financial services.
• Sound understanding of mutual fund operations, including customer onboarding, KYC documentation, transaction processing, order status tracking, redemptions, settlement timelines, and investor servicing.
• Ability to assist customers across onboarding, documentation, payments, transaction queries, platform usage, and account-related support.
• Strong problem-solving skills with the ability to troubleshoot customer issues and coordinate effectively with internal teams.
• Excellent written and verbal communication skills, with the ability to explain financial, operational, and technical information clearly.
• Strong attention to detail when handling customer records, transaction issues, documentation, and support escalations.
• Proactive, ownership-driven approach with strong follow-through until customer issues are resolved.
• Knowledge of or experience working with Zoho CRM or similar customer support/CRM platforms.
• Bachelor’s degree in Business, Finance, Commerce, Economics, or a related field preferred.