Customer Service Executive

Company Description BFC Capital India is a wealth management company dedicated to providing customized wealth planning solutions to its clients. The organization focuses on understanding individual financial goals and designing tailored strategies to help patrons build, manage, and protect their wealth. BFC Capital India emphasizes long-term relationships, transparent advice, and disciplined financial planning. The company offers a professional environment where team members contribute to high-quality client service and personalized financial guidance.

Role Description The Customer Service Executive is a full-time, on-site role based in Lucknow. This role involves handling client inquiries via phone, email, and in person, ensuring timely and accurate responses. The Customer Service Executive will assist clients with account-related questions, service requests, and issue resolution, while maintaining detailed records of interactions. Responsibilities include coordinating with internal teams to address client needs, monitoring customer satisfaction, and providing clear information about products and services. The role also requires maintaining professional communication standards, supporting service improvement initiatives, and contributing to a positive client experience.

Qualifications

• Strong interpersonal skills to build rapport, communicate clearly, and maintain professional relationships.
• Customer service and customer support skills to handle inquiries, resolve issues, and deliver consistent service.
• Customer satisfaction and customer service management skills to monitor feedback and support service quality improvements.
• Effective verbal and written communication skills in English and local languages.
• Ability to work on-site in Lucknow, manage multiple tasks, and prioritize in a fast-paced environment.
• Basic knowledge of financial services or wealth management is an advantage.
• Proficiency in using CRM systems, email, and common office software (e.g., MS Office).
• Relevant education such as a diploma or degree in business, finance, or a related field preferred.