Customer Support Associate

The Customer Support Associate (CSA) will be responsible for supporting customer onboarding, documentation, and field-level coordination activities. The role involves direct interaction with existing and prospective clients, assisting with documentation, and ensuring timely completion of processes as per organizational requirements.

Key Responsibilities

· Assist existing and prospective customers in filling out application forms.

· Collect duly signed application forms and required documents, including KYC documents and cheques.

· Follow up with customers for pending signatures and additional documentation.

· Collect audit-related documents from both existing and prospective clients.

· Coordinate with branch/local office for operational and administrative tasks.

· Undertake field visits as required for document collection and customer support.

· Handle any other assignments or responsibilities assigned by the Branch Office (BO) / Local Office from time to time.

Eligibility Criteria

· Graduate/Postgraduate in Commerce or related fields (B.Com, M.Com, CS, CS (Inter), ICWAI, etc.) from a recognized university.

· Basic knowledge of accounting and banking operations is mandatory.

· Basic computer proficiency is required.

· Preference will be given to local candidates with proficiency in Hindi, English, and the local language (read, write, and speak).

· Must possess a valid driving license.

· Candidates should be willing and able to perform field work.

Preferred Skills

· Good communication and interpersonal skills.

· Ability to manage documentation and follow-ups efficiently.

· Willingness to travel locally for field assignments.