Customer Service Executive
About The Role
We are looking for a proactive and customer-focused Customer Service Executive to join our Navi Mumbai office (Dombivli Location). This is a full-time, on-site role designed for individuals who enjoy solving problems, communicating clearly, and creating smooth customer experiences.
As a key point of contact for our customers, you will be responsible for addressing queries, guiding users, and ensuring timely resolution of concerns. You will also act as a bridge between customers, the sales team, and internal departments — helping convert inbound interest into structured opportunities.
This role is ideal for someone who is organized, patient, detail-oriented, and comfortable handling customer interactions in a fast-paced environment.
About Daily Equity (DECF)
At Daily Equity Content Platform, we empower investors and market enthusiasts by delivering clear, insightful, and timely financial market content. Built on the belief that quality market information shouldn’t be hidden behind paywalls or cluttered with noise, our platform focuses on providing unbiased insights that help people make smarter decisions in equity markets.
Founded with a mission to simplify finance and investing, Daily Equity offers comprehensive daily market updates, research-backed commentary, and resources designed to support learning and confident participation in the stock markets. Our content spans global financial developments and local market trends, catering especially to millennials, Gen Z investors, and anyone keen on building financial literacy.
We believe in fostering a community where learning is continuous, transparency is valued, and thoughtful analysis drives better investment decisions. Through our digital platforms and community initiatives, we strive to make equity research accessible to all — whether you’re just starting out or building a future in finance
What You’ll Do
- Respond to customer queries via phone, email, and other communication channels
- Provide accurate information about products, services, and processes
- Support the sales team by qualifying and directing inbound leads
- Coordinate with relevant internal departments to ensure timely resolution of issues
- Maintain proper documentation of customer interactions and follow-ups
- Escalate complex concerns to appropriate teams when necessary
- Ensure a positive and professional customer experience at all touchpoints
- Identify recurring issues and suggest improvements to enhance service quality
Preferred (Not Mandatory):
- Prior experience in customer service, client support, or front-office roles
- Experience working in finance, fintech, or digital platforms
- Familiarity with inbound sales support processes
- Experience using CRM or ticketing tools
- Strong multitasking ability in high-volume environments
Desirable Skills, Knowledge & Expertise
- Strong verbal and written communication skills
- Professional and empathetic customer handling ability
- Ability to remain calm and solution-oriented under pressure
- Good organizational and follow-up skills
- Basic understanding of CRM systems or lead management tools
- Team player with strong coordination abilities
- Comfortable working from an office environment in Mumbai
- Basic understanding of financial products or markets (preferred but not mandatory)
- We value hunger, consistency, and resilience more than past experience.
Perks & Benefits
- Travel Allowance & Flexible Paid Time-Off
- Additional Bonuses as revenue generation incentive
- Learning Material - Hardcopy provided
- Complimentary access to DECF hosted SEBI RA managed Community
- Opportunity to work with SEBI-Registered Professionals