Customer support / customer success executive

About Bullsmart

Bullsmart is a fin-tech company that uses technology to help young people start investing. We provide equal investment service opportunities for investors who have started on their investment path. We share cutting-edge financial tech tools, brilliant investment ideas, and wealth growth opportunities with young investors.

Our Values

· We provide equal investment service opportunities to beginners who can enjoy all our premier investment services.

· We offer abundant investment tools to guide investors to discover investment opportunities and make the decision the right decision.

· We deeply care about the growth of our investors. We wish to support them in understanding how to invest and foster their investment skills. Role Overview

We are looking for a Customer Support / Customer Success Executive who will be responsible for delivering an outstanding customer experience by assisting clients with account-related queries, platform support, onboarding, and issue resolution. The ideal candidate should be customer-focused, proactive, and capable of building strong relationships with clients while ensuring timely resolution of concerns. Key Responsibilities

Handle customer queries through phone, email, chat, and support tickets. Assist customers with account opening, KYC documentation, onboarding, and activation processes. Support clients with trading platform navigation, login issues, fund transfers, and general operational queries. Ensure timely resolution of customer concerns while maintaining high service standards. Coordinate with Operations, Compliance, Product, and Technology teams for issue resolution. Monitor and follow up on pending customer requests and escalations. Educate customers on Bullsmart products, services, and platform features. Maintain accurate records of customer interactions in CRM and support systems. Gather customer feedback and share insights to improve customer experience and product offerings. Contribute to customer retention and engagement initiatives. Required Qualifications Bachelor's degree in any discipline. 1-3 years of experience in Customer Support, Customer Success, Client Servicing, or Operations. Experience in stockbroking, fintech, banking, wealth management, or financial services is preferred. Strong verbal and written communication skills. Good problem-solving and interpersonal skills. Proficiency in Microsoft Office and CRM/support tools. Ability to manage multiple customer requests in a fast-paced environment. Preferred Skills Understanding of stock markets, trading, mutual funds, and investment products. Knowledge of KYC, account opening, and customer onboarding processes. Familiarity with NSE, BSE, and SEBI regulations is an advantage. Customer-first mindset with strong ownership and accountability. Key Success Metrics Customer Satisfaction Score (CSAT) First Response Time (FRT) Resolution Turnaround Time (TAT) Customer Retention and Engagement Ticket Closure Rate Escalation Management