Operations & Customer Relationship Executive

*Operations & Customer Relationship Executive*

*Location:* Jaipur

*Job Type:* Full-Time | On-Site

*Experience:* 0–2 Years

*Industry:* BFSI / Stock Broking / Fintech

*Company Overview*

Right Flair helps investors trade smarter and invest better by providing clear guidance and practical services across their investment journey. From demat and trading account setup to mutual funds and insurance, we support clients in building and protecting their wealth.

We focus on simplifying financial decisions so clients can invest with confidence. Trust, transparency, and long-term client relationships are at the heart of our approach.

*Job Summary*

We are looking for an organized, proactive, and client-focused *Operations & Customer Relationship Executive* to manage day-to-day client operations and relationship activities.

The role will act as a bridge between clients and the trading/operations teams. The candidate will be responsible for onboarding new investors, activating existing clients, assisting customers with account-related queries, resolving service issues, maintaining accurate client records, and supporting lead conversion activities.

This role involves regular client communication, follow-ups, outbound calling, and tracking activation/conversion targets.

*Key Responsibilities*

• Call and engage with existing clients to encourage regular trading and investment activity.
• Onboard new customers and guide them through *KYC, demat, and trading account opening* processes.
• Assist customers in understanding and navigating the trading application.
• Follow up with leads generated through marketing and targeted campaigns and convert them into active accounts.
• Maintain and regularly update client records in *Excel/CRM*, including call logs, activation status, follow-ups, and customer information.
• Handle client queries and escalations and coordinate with relevant teams for timely resolution.
• Coordinate onboarding and activation activities with *Sales, Compliance, Operations, and Back-Office teams*.
• Track daily and weekly calling, activation, and conversion numbers and share regular reports with management.
• Ensure client documentation and records are complete, accurate, updated, and compliant with internal processes.
• Support account-related queries such as **fund transfers, account statements, password resets, KYC updates, and other service requests**.
• Maintain professional communication with clients and contribute to a positive customer experience.
• Follow company policies and applicable compliance requirements while handling client information and documentation.
• Requirements & Qualifications*

*Education*

• Graduate in any discipline.
• Commerce, Finance, Economics, or related background will be preferred.

*Experience*

• 0–2 years of experience* in operations, back-office, customer service, client servicing, or relationship management.
• Experience in *BFSI, stock broking, fintech, banking, or financial services* will be an advantage.
• Freshers with strong communication, organizational, and customer-handling skills are welcome.

*Required Skills*

• Good verbal and written communication skills.
• Comfortable with *outbound calling, client follow-ups, and target-based activities*.
• Working knowledge of *MS Excel*, including data entry, sorting, filtering, and basic formulas.
• Familiarity with CRM tools and maintaining customer records.
• Basic understanding of *KYC, demat accounts, trading accounts, and investment processes*.
• Strong attention to detail and documentation skills.
• Good problem-solving and coordination abilities.
• Ability to handle multiple tasks and customer escalations calmly and professionally.
• Willingness to work in a *full-time, on-site role in *Jaipur*.

*Nice to Have*

• Experience using trading platforms such as *Zerodha, Groww, Angel One, Upstox*, or similar platforms.
• Basic knowledge of equity markets, mutual funds, or other investment products.
• NISM certification* or equivalent certification.
• Previous experience handling client activation or conversion targets.

*Key Performance Indicators (KPIs)*

The selected candidate may be evaluated based on:

• Client activation rate
• Lead-to-account conversion
• Calling and follow-up activity
• Customer query resolution time
• Client onboarding completion
• Accuracy of CRM/Excel records
• Documentation and process compliance
• Customer service quality
• Why Join Right Flair?*
• Opportunity to build a career in the *BFSI and investment services industry*.
• Exposure to client relationship management, investment operations, and financial products.
• Opportunity to develop skills in customer success, operations, and financial services.
• Dynamic and learning-oriented work environment.

*Interested candidates can apply with their updated resume on [email protected]

Pay: ₹8,000.00 - ₹15,000.00 per month

Work Location: In person