Customer Support Executive (Wealth Management)

Company Description RMV Workforce LLP is a consulting firm in India that connects skilled professionals with opportunities across IT, Non-IT, and BPO sectors. The organization focuses on helping individuals elevate their careers by partnering with forward-thinking businesses. Team members contribute to innovation, problem-solving, and industry transformation across diverse client environments. RMV Workforce LLP promotes a collaborative and inclusive culture that values teamwork, diversity, and professional growth. Applicants can expect a dynamic workplace that supports learning and long-term development.
Role Description This full-time, on-site Customer Support (Wealth Management) role is based in Gurugram. The position involves assisting clients with inquiries related to financial planning, investments, insurance, and overall wealth management services. Daily tasks include responding to client calls and emails, resolving service requests, explaining product features and policies, and guiding clients through account-related processes. The role also requires maintaining accurate records of client interactions, coordinating with internal teams to address complex issues, and ensuring timely follow-up and service resolution. Customer Support professionals are expected to uphold regulatory and compliance standards while providing clear, empathetic, and solution-focused assistance.
Qualifications
Candidates should possess skills in Financial Planning and Finance to support clients with wealth management queries and basic financial decisions.
Candidates should possess skills in Investment Management and Investments to explain investment options, performance, and risk in a clear, client-friendly manner.
Candidates should possess knowledge of Insurance to assist clients with policy features, claims processes, and coverage-related questions.
Strong customer service, communication, and problem-solving skills, with the ability to handle client concerns professionally and efficiently.
Attention to detail, accurate documentation skills, and familiarity with CRM or customer support tools.
Ability to work in a fast-paced, on-site environment in Gurugram and collaborate effectively with cross-functional teams.
Relevant academic background in Finance, Business, Economics, or a related field; prior experience in wealth management or financial services support is an advantage.

Work arrangement
No