Customer Support & Sales Executive

Role & responsibilities:

Customer Support

- Handle customer queries through phone, WhatsApp, email and other support channels.

- Understand customer problems and provide clear, accurate solutions.

- Troubleshoot basic product and account-related issues.

- Coordinate with the product/technology team when escalation is required.

- Ensure customers receive timely and professional support.

Inside Sales

- Speak with inbound leads and interested users.

- Understand customer requirements and recommend relevant products/features.

- Follow up with prospects and trial users.

- Handle objections and communicate product value effectively.

- Convert qualified leads into paid customers.

- Work towards defined sales and conversion targets.

Customer Success & Retention

- Follow up with new customers after purchase.

- Help customers activate and use important product features.

- Identify inactive or dissatisfied users and proactively reach out.

- Support renewals, upgrades and plan extensions.

Customer Feedback

- Capture recurring customer problems, feature requests and objections.

- Share customer insights with the product team.

- Identify patterns in why users purchase, don't purchase or cancel.

Note: We are not looking for someone who simply follows a sales script. We want someone who can understand the customer, understand the problem, explain the product, solve the problem, demonstrate value, and convert/retain the customer.

Performance will be measured through customer satisfaction, response/resolution quality, product knowledge, lead follow-up discipline, demo-to-conversion rate, sales conversion, renewal/retention, customer feedback quality, and quality/accuracy of CRM records.

Preferred candidate profile:

- 1-3 years of experience in customer support, inside sales, telesales, customer success or a similar role.

- Strong spoken and written communication skills.

- Good English & Hindi communication is important.

- Interest in the stock market, trading or investing is a plus.

- Ability to learn financial products quickly.

- Strong listening and problem-solving skills.

- Comfortable speaking with customers over the phone.

- Comfortable working with sales targets and follow-ups.

- Positive attitude and willingness to learn.

Good to have

- Experience in FinTech, stock broking, investment platforms, market research or financial SaaS.

- Experience with products such as stock screeners, trading platforms or investment analytics.

- Previous inside-sales/customer-success experience in a technology or financial-services company.