Customer Support Executive

Job Title: Customer Support Executive

Company: NiveshPe

Location: Bhopal

Work Mode: Work from Office (WFO)

Experience: 03 years

Employment Type: Full-time

About NiveshPe

NiveshPe is a simple, trust-led investing platform built to help everyday Indians move from savings to smart investments. Our mission is to make mutual fund investing easy, guided, and accessible, especially for users in Tier 2, Tier 3, and beyond.

Unlike complex finance apps, NiveshPe focuses on:

• Simple SIP-based investing
• Pre-curated mutual fund baskets
• Multi-lingual and WhatsApp-first experience
• High-touch human support to build trust

Were founded by ex-fintech founders with deep experience in scaling financial products across India, and were building a platform that puts people before products.

Role Overview

As a Customer Support Executive, you will be the first point of contact for NiveshPe users. Youll play a critical role in building trust, resolving queries, and ensuring users feel confident and supported in their investment journey.

This role is ideal for someone who enjoys helping people, explaining things simply, and wants to grow in the fintech/startup ecosystem.

Key Responsibilities

• Handle customer queries via calls, WhatsApp, and in-app support
• Assist users with:
• App onboarding
• KYC-related queries
• SIP setup, modification, and tracking
• Basic mutual fund and investment-related questions
• Provide clear, patient, and empathetic support to first-time investors
• Escalate technical or complex issues to the relevant internal teams
• Maintain accurate records of customer interactions and resolutions
• Coordinate with operations and product teams to improve user experience
• Educate users on NiveshPe features in a simple, non-technical manner

Requirements & Skills

• Graduate in any discipline (Finance background is a plus, not mandatory)
• Strong communication skills in Hindi (English proficiency preferred)
• Comfortable speaking to customers over phone and WhatsApp
• Patience, empathy, and a problem-solving mindset
• Basic understanding of mobile apps and digital payments
• Willingness to work from office in Bhopal
• Freshers with the right attitude are welcome

Good to Have

• Experience in customer support, fintech, banking, or insurance
• Knowledge of mutual funds or willingness to learn (training will be provided)
• Experience handling customers from Tier 2 / Tier 3 cities

Why Join NiveshPe?

• Be part of a fast-growing fintech startup at an early stage
• Direct impact on real users and their financial lives
• Learn investing, fintech operations, and customer psychology hands-on
• Growth opportunities as the company scales
• Work with a mission-driven, founder-led team