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About Investwell (Excel Net Solutions Pvt. Ltd.) is the leader in the field of Enterprise Software for Financial Planners in India. We partner with the top financial advisors in India to enable prudent financial planning for everyone. Our Product suites are used by Financial Advisors to rebalance their investor’s investments, carry out lakhs of transactions per day and ensure that their financial goals are met. You should come join us at Investwell if you want to be part of the company that will revolutionize the way millions of people invest.
Job Responsibility:
Provide Tier 1 and Tier 2 support to customers via email, chat, and phone
Troubleshoot product issues and guide users through solutions effectively
Collaborate with Product, QA, and Engineering teams to resolve technical bugs and escalate unresolved issues
Maintain accurate records of customer interactions, issues, and resolutions
Assist with product testing and documentation for new releases and updates
Gather customer feedback and relay insights to the product team for continuous improvement
Create and update internal knowledge base and user guides
Requirements:
2+ years of relevant experience
Bachelor’s / Master’s Degree in Management/ Technology or related field
Strong problem-solving and communication skills
Candidates should have some experience in support, training, or customer service
The ability to work individually and as part of a team
Nice to have:
Timely resolution is a plus
Fluency in regional languages will be an advantage
What we offer:
5 days working with flexible timings and regular fun activities in the office
Free group medical insurance for all permanent employees upto 3 lakh
Free consultation with financial planners for your own life stage financial planning
Guidance on getting started on a personal investment journey