Operations Executive-Investment-Surat-30k

Job Title : Operations Executive-Investment-Surat-30k

Experience Required : Minimum 1-3 years in operations or administrative roles

Salary : 25k - 30k

Industry : Investment Advisory

Role Overview

We are seeking a proactive Smallcase Operations Executive & Customer Support Specialist to join our growing team. The role involves managing client communications coordinating webinars and engagement events optimizing operational efficiency and automating communication workflows using Salesforce CRM.

You will play a key role in enhancing the overall customer experience and ensuring seamless execution of Smallcase-related activities.

Key Responsibilities

Customer Support & Engagement

Handle client queries through calls emails and WhatsApp.

Ensure high levels of client satisfaction retention and engagement.

Collect and analyze customer feedback to identify improvement opportunities.

Support the continuous enhancement of Smallcase offerings and processes.

Event & Webinar Coordination

Organize and manage client engagement events and meet-and-greet sessions.

Conduct and host Zoom webinars manage invitations and maintain attendance records.

Coordinate with the team for event communication and follow-ups.

Salesforce Utilization & Automation

Learn and manage Salesforce CRM for bulk mailing and WhatsApp communication.

Create and automate email workflows and track their performance.

Optimize Salesforce processes to improve customer communication efficiency.

Smallcase Management

Maintain and update operational data including discounts refunds distributions webinar links rebalance reports Google Forms response sheets and mailing lists.

Draft and manage client communications (emails WhatsApp messages announcements).

Contribute ideas to improve and streamline Smallcase services and operations.

Key Skills & Qualifications

Experience : 1-3 years in customer support operations or financial services.

Education : Graduate in Commerce Finance or related field preferred.

Strong communication coordination and problem-solving skills.

Familiarity with Salesforce CRM Zoom and WhatsApp Business tools is an advantage.

Ability to multitask manage data and automate workflows efficiently.

Detail-oriented tech-savvy and customer-focused mindset.

Required Skills :

Customer CommunicationSalesforce CRM ManagementWebinar CoordinationProcess AutomationData Handling

Key Skills

Active Directory Administration,Financial Services,Benefits & Compensation,Cosmetology,Architecture

Employment Type : Full Time

Experience : years

Vacancy : 1