Customer Relationship Specialist

Company Description FINQY is a fintech company operating on a B2B2C model, enabling partners to offer a wide range of financial products such as credit cards, insurance, investments, and loans to their customers. The organization focuses on simplifying access to financial products and streamlining complex processes through its proprietary technology stack. This includes a robust end-to-end CRM platform designed to support partners and enhance customer experiences. FINQY leverages long-standing relationships with major banks and financial institutions, working closely with a network of financial service partners. A small, driven, and passionate team is dedicated to transforming how people in India consume financial products, step by step.

Role Description The Customer Relationship Specialist is a full-time, on-site role based in Kolkata. This role involves managing customer interactions across various channels, resolving queries, and ensuring timely and accurate support for financial products offered through FINQY’s partners. The specialist will maintain detailed records in the CRM system, follow up on customer requests, and coordinate with internal teams to address issues and improve service quality. Day-to-day responsibilities include monitoring customer satisfaction, identifying opportunities for service enhancements, and supporting upsell and cross-sell initiatives through effective communication. The role requires consistent adherence to compliance guidelines and process standards to maintain trust and long-term customer relationships.

Qualifications

• Strong customer service orientation, with skills in Customer Service and Customer Support to handle inquiries and resolve issues effectively.
• Ability to drive Customer Satisfaction through proactive follow-ups, relationship building, and attention to customer needs.
• Excellent Communication skills, both verbal and written, to interact confidently with customers, partners, and internal teams.
• Sound Analytical Skills to interpret customer data, identify trends, and suggest improvements in processes and service delivery.
• Experience in financial services, fintech, or a related domain is preferred.
• Comfort working with CRM systems or customer support tools; familiarity with MS Office or similar productivity software.
• Proven ability to work in a fast-paced environment, manage multiple tasks, and meet service-level timelines.
• Bachelor’s degree in business, finance, communications, or a related field, or equivalent practical experience.