Job Summary:

InstaFinancials seeks a skilled and enthusiastic Customer Success Representative to join our dynamic team. As a Customer Success Representative, you will assist our valued customers, resolve their sales inquiries, resolve their issues, and ensure a positive customer experience.

Key Responsibilities:

Register User to Paid Customers:

- Make welcome calls to registered users

- Understanding customer requirements and helping them fulfil their needs with our offerings

- Handle end-to-end sales operations for smooth transactions

Retail Order Management :

- Responsible for end-to-end retail order management

- Place retail orders on behalf of customers

- Download the reports

- Coordinate with the accounts team for the invoices

- Collect payments and deliver the reports to customers

Customer Support:

- Retain 100% of the customers through excellent customer support service

- Build Customer Support as our key competitive advantage

- Take ownership of customer issues

- Listen to customer queries, understand and resolve their issues

- Coordinate with internal stakeholders and see customer problems through the resolution

- Escalate unresolved issues to the appropriate internal teams

- Document the learning and knowledge to improve customer experience

- Handel support queries from multiple channels

MIS & Reporting:

Share the MIS & periodic Reports related to all the KPIs assigned periodically.

Channels:

- Email

- Website Chat

- Online Support Desk

- Telephonic

Skills & Ability:

- Ability to handle high-pressure situations and aggressive & negative situations

- Demonstrate problem-solving skills and a proactive approach to customer needs

- Ability to handle multiple tasks

- Availability and quick response

- Keep customer satisfaction ahead of everything

Technical Skills:

- Knowledge of helpdesk software

- Knowledge of chat software

- Email Software

- MS Office or Google Docs

- Use windows laptop

- Great type speed

Education & Experience:

Education: B. Com. or MBA Finance

Experience: 1 to 3 years of experience in customer support or related role

Languages :

- Excellent English Communication Skills (Both Written and Oral).

- Fluency in Hindi is mandatory.

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