Customer Success Specialist (2-4 years)

Who are we 

Trendlyne is a funded, profitable product startup in the financial markets space. We have cutting-edge analytics products built for Indian and US customers, for stock markets and mutual funds.

Our founders are IIT + IIM graduates, with strong tech and marketing experience. We have top finance and management experts on the Board of Directors.

What do we do

We build powerful analytics in the US and Indian stock market space that are best-in-class. Organic growth in B2B and B2C products has already made the company profitable. We deliver 1 billion+ APIs every month to B2B customers and have a B2C website and app.

Visit us at trendlyne.com, or look for the Trendlyne mobile app on the Google Play Store:

https://play.google.com/store/apps/detailsid=com.trendlyne.markets

We are a great place to work

At Trendlyne, you will work in a product-focused environment where your work directly impacts customer experience and product growth.

We provide paid leave, parental leave, medical insurance and employee stock options. We also invest in employee learning and career development. We maintain regular working hours and do not work on weekends.

Responsibilities: 

• Respond to customer queries through email, calls, and the customer support platform, as required.
• Build an understanding of client processes and policies 
• You should be able to think on your feet, respond clearly using templates and follow due process. You will escalate customer issues as needed to your team manager.
• Identify recurring customer issues and work with relevant teams to improve customer communication and support resources.
• Create and maintain FAQs based on frequently asked customer queries. 
• Work independently while collaborating effectively with the larger team. 

Minimum Qualifications (Must have): 

• 2–4 years of experience in customer support, preferably within the finance or financial markets domain.
• B.Com graduate with previous experience (must) in Customer Service and email support in the financial markets space.
• Knowledge and experience working in finance, stock markets, balance sheets, and P&L.
• Excellent English communication skills, and excellent written communication skills.
• Proven ability to provide a great customer experience.
• Experience working on a computer; familiarity with email, Microsoft Word, and Excel.