Client Services Associate

Kanpur, Uttar Pradesh Astro Vistaar

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Job Description

To ensure seamless onboarding of leads from digital platforms (primarily Instagram), build strong client relationships, and actively convert inquiries into paying customers by aligning with the vision and values of Astro Vistaar.


Core Responsibilities


Lead Handling (Daily Priority)

  • Monitor all incoming messages, DMs, and comments on Instagram and other social platforms linked to running ads.
  • Respond within 10–15 minutes during peak hours with clear, empathetic, and product-aware communication.
  • Use pre-approved messaging templates and personalize where needed.
  • Maintain a polite, wise-yet-warm tone aligned with Astro Vistaar’s brand voice.


Lead Qualification & Tagging

  • Classify each lead based on interest: Courses, Spells, Products, or Consultations.
  • Use internal CRM or tracking system (e.g. spreadsheet/Notion/WhatsApp tags) to log details: Name, Interest, Budget, Timeline, Follow-up Date.
  • Disqualify politely if a lead is clearly misaligned.


Conversion Strategy

  • Share the right offering link/post/resource based on their expressed need.
  • Suggest the best-fit product or session if the client seems confused.
  • Upsell or cross-sell where meaningful.
  • Nudge undecided leads through testimonials, limited offers, and behind-the-scenes insights.


Customer Onboarding

  • For every successful conversion, guide the client clearly through:
  • Payment confirmation
  • Product/course access instructions
  • Follow-up timelines (e.g., when to expect delivery or session booking)
  • Confirm all onboarding steps are understood by the client.


Client Relationship Management

  • Check in after delivery/service (in 3–5 days).
  • Maintain a warm connect through occasional festival wishes, check-ins, or value-adds.
  • Escalate any dissatisfaction or refund request immediately to the co-founders.


Collaboration & Strategy Input

  • Share weekly insights on what leads are asking, common objections, and what’s working.
  • Suggest content or campaign ideas to improve conversions or address objections.
  • Coordinate with marketing/design when templates or creatives are needed.


Reporting

  • Daily tracker update before EOD:
  • Number of leads received
  • Number converted
  • Hot/warm/cold classification
  • Issues/escalations if any


Soft Skills Expected


  • Empathy without over-promising
  • A balance of professionalism and spiritual insight
  • Quick learner of our offerings and inner process
  • Reliable, accountable, and proactive


Tools & Channels


  • Instagram (DMs, comments, story replies)
  • WhatsApp Business
  • Notion/Google Sheet for tracking (or CRM, if introduced)
  • Canva (basic familiarity is a plus)
  • Payment gateways (Razorpay, GPay, etc.)


KPIs (To Be Reviewed Monthly)


  • Response time average
  • Conversion rate from inbound leads
  • Client satisfaction (based on feedback or repeat purchase)
  • Contribution to strategy or campaign improvement
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Client Services and Compliance Officer

Kanpur, Uttar Pradesh Consulven IFSC

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Job Description

Job Title: Client Services and Compliance Officer

Company: Consulven IFSC Private Limited

Location: GIFT City, Gandhinagar, Gujarat

Reporting To: Board of Directors

Employment Type: Full-Time

Experience: 3–5 years of relevant experience in compliance, regulatory operations.


Job Purpose:

To ensure seamless delivery of client onboarding and support services while maintaining strict adherence to applicable regulatory and compliance requirements under the International Financial Services Centres Authority (IFSCA) framework. This hybrid role involves interfacing with clients and ensuring compliance with all laws, guidelines, and internal policies—particularly around AML/CFT, KYC, and regulatory filings.

Key Responsibilities:

1. Client Services & Operations:

  • Act as the primary contact for client onboarding, documentation, and post-onboarding support.
  • Coordinate with clients to collect KYC/AML documentation in line with IFSCA's onboarding and due diligence requirements.
  • Ensure timely resolution of client queries and service requests in coordination with internal departments.
  • Maintain accurate and up-to-date client records and relationship logs.

2. Compliance Oversight:

  • Monitor compliance with applicable IFSCA regulations, including those relating to fund management, capital markets, AML/CFT, and governance standards.
  • Ensure timely preparation and filing of statutory and regulatory reports to IFSCA and other relevant authorities.
  • Keep abreast of regulatory developments and update internal processes accordingly.
  • Liaise with IFSCA on compliance-related matters and coordinate during inspections or reviews.

3. AML/CFT Implementation:

  • Conduct client due diligence (CDD), enhanced due diligence (EDD), and ongoing monitoring in accordance with IFSCA AML/CFT Guidelines.
  • Identify and report Suspicious Transaction Reports (STRs) and Cash Transaction Reports (CTRs) to the FIU-IND.
  • Implement sanction screening processes (UN, OFAC, domestic lists, etc.) for all clients and transactions.

4. Policy Management & Internal Controls:

  • Assist in drafting, reviewing, and maintaining internal compliance policies and standard operating procedures (SOPs).
  • Support internal audits and compliance reviews to ensure adherence to control frameworks.
  • Maintain logs and registers related to compliance breaches, regulatory correspondence, and corrective actions.

5. Reporting & Governance Support:

  • Prepare periodic compliance updates and dashboards for management and board review.
  • Support the preparation of material for regulatory audits, Board Compliance Committee meetings, and investor reports (if applicable).
  • Escalate compliance or operational concerns to appropriate internal stakeholders and assist in resolution.

Key Qualifications & Skills:

  • Bachelor’s degree in Law, Commerce, Finance, or a related discipline.
  • Certifications in AML/Compliance (e.g., ICA, CAMS, NISM) are preferred.
  • 3–5 years of relevant experience in compliance, regulatory operations, or client services within financial services, especially within IFSC or SEZ environments.
  • Familiarity with IFSCA regulations, Companies Act, SEBI guidelines, and AML/CFT obligations.
  • Strong attention to detail, communication skills, and an ability to handle confidential information discreetly.

Regulatory Compliance Notes:

  • The compliance responsibilities of the role shall be executed independently and free from any conflict of interest as required by IFSCA.
  • The individual will be designated as the Compliance Officer for regulatory purposes, unless a separate Compliance Officer is appointed by the Board.
  • All responsibilities must comply with the IFSCA (AML, Fund Management, Intermediaries, and Capital Market) Regulations, as applicable to Consulven IFSC.
This advertiser has chosen not to accept applicants from your region.

Client Services and Compliance Officer

Kanpur, Uttar Pradesh Consulven IFSC

Posted 1 day ago

Job Viewed

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Job Description

Job Title: Client Services and Compliance Officer

Company: Consulven IFSC Private Limited

Location: GIFT City, Gandhinagar, Gujarat

Reporting To: Board of Directors

Employment Type: Full-Time

Experience: 3–5 years of relevant experience in compliance, regulatory operations.


Job Purpose:

To ensure seamless delivery of client onboarding and support services while maintaining strict adherence to applicable regulatory and compliance requirements under the International Financial Services Centres Authority (IFSCA) framework. This hybrid role involves interfacing with clients and ensuring compliance with all laws, guidelines, and internal policies—particularly around AML/CFT, KYC, and regulatory filings.

Key Responsibilities:

1. Client Services & Operations:

  • Act as the primary contact for client onboarding, documentation, and post-onboarding support.
  • Coordinate with clients to collect KYC/AML documentation in line with IFSCA's onboarding and due diligence requirements.
  • Ensure timely resolution of client queries and service requests in coordination with internal departments.
  • Maintain accurate and up-to-date client records and relationship logs.

2. Compliance Oversight:

  • Monitor compliance with applicable IFSCA regulations, including those relating to fund management, capital markets, AML/CFT, and governance standards.
  • Ensure timely preparation and filing of statutory and regulatory reports to IFSCA and other relevant authorities.
  • Keep abreast of regulatory developments and update internal processes accordingly.
  • Liaise with IFSCA on compliance-related matters and coordinate during inspections or reviews.

3. AML/CFT Implementation:

  • Conduct client due diligence (CDD), enhanced due diligence (EDD), and ongoing monitoring in accordance with IFSCA AML/CFT Guidelines.
  • Identify and report Suspicious Transaction Reports (STRs) and Cash Transaction Reports (CTRs) to the FIU-IND.
  • Implement sanction screening processes (UN, OFAC, domestic lists, etc.) for all clients and transactions.

4. Policy Management & Internal Controls:

  • Assist in drafting, reviewing, and maintaining internal compliance policies and standard operating procedures (SOPs).
  • Support internal audits and compliance reviews to ensure adherence to control frameworks.
  • Maintain logs and registers related to compliance breaches, regulatory correspondence, and corrective actions.

5. Reporting & Governance Support:

  • Prepare periodic compliance updates and dashboards for management and board review.
  • Support the preparation of material for regulatory audits, Board Compliance Committee meetings, and investor reports (if applicable).
  • Escalate compliance or operational concerns to appropriate internal stakeholders and assist in resolution.

Key Qualifications & Skills:

  • Bachelor’s degree in Law, Commerce, Finance, or a related discipline.
  • Certifications in AML/Compliance (e.g., ICA, CAMS, NISM) are preferred.
  • 3–5 years of relevant experience in compliance, regulatory operations, or client services within financial services, especially within IFSC or SEZ environments.
  • Familiarity with IFSCA regulations, Companies Act, SEBI guidelines, and AML/CFT obligations.
  • Strong attention to detail, communication skills, and an ability to handle confidential information discreetly.

Regulatory Compliance Notes:

  • The compliance responsibilities of the role shall be executed independently and free from any conflict of interest as required by IFSCA.
  • The individual will be designated as the Compliance Officer for regulatory purposes, unless a separate Compliance Officer is appointed by the Board.
  • All responsibilities must comply with the IFSCA (AML, Fund Management, Intermediaries, and Capital Market) Regulations, as applicable to Consulven IFSC.
This advertiser has chosen not to accept applicants from your region.

Call Center Manager

Kanpur, Uttar Pradesh Ascenturi

Posted today

Job Viewed

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Job Description

Job Title : Remote Appointment Setter

Company : Ascenturi (formerly Sales Match)

Location : Remote – Work from Home

Schedule : Full-time, U.S. Time Zones

Type : Permanent


Job Summary:

Ascenturi (formerly Sales Match), a rapidly growing recruitment and staffing company, is building a brand-new virtual call center division. With over 50 remote team members globally and plans to scale this new department to 40+ people in the next 3 months, we’re looking for a Remote Call Center Manager to lead, coach, and grow our appointment setting team.


This is a unique opportunity to step into a leadership role early, work with U.S.-based sales and training leaders, and help shape the systems and team culture from the ground up.


What You’ll Do:

  • Oversee and support a team of outbound call center agents and appointment setters.
  • Monitor daily call activity, booking rates, and team KPIs via our CRM and call tools.
  • Provide coaching, feedback, and performance improvement support.
  • Help design and optimize scripts, call flows, and onboarding materials.
  • Collaborate with leadership to scale the department quickly and efficiently.
  • Conduct regular team meetings, 1-on-1s, and quality checks.


Requirements:

  • 1+ year experience managing a call center, BPO, or outbound team.
  • Excellent leadership and communication skills in English.
  • Deep understanding of outbound calling, appointment setting, or telesales.
  • Ability to coach teams remotely and drive consistent results.
  • Tech-savvy with CRM or dialer experience.
  • High level of accountability, ownership, and structure.


Why Join Us:

  • 100% remote role – manage from anywhere.
  • Work with U.S.-based executives and sales trainers.
  • Play a key role in a high-growth startup environment.
  • Help shape a call center culture from day one.
  • Long-term leadership path in a growing company.


This advertiser has chosen not to accept applicants from your region.

Call Center Representative

Kanpur, Uttar Pradesh Ascenturi

Posted today

Job Viewed

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Job Description

Job Title : Remote Call Center Representative

Company : Ascenturi (formerly Sales Match)

Location : Remote – Work from Home

Schedule : Full-time, U.S. Time Zones

Type : Permanent


Overview:

Ascenturi (formerly Sales Match) is hiring Remote Call Center Representatives to join a newly launched division focused on scheduling calls and following up with prospects for licensed insurance agents. With over 50 team members and rapid growth, we’re now building a dedicated call center team — and you can be among the first to join.


In this role, you'll be making outbound calls to warm leads (no cold calling or selling involved), following a script, and scheduling insurance consultation calls. You’ll receive full training from experienced U.S.-based trainers and work entirely from home.


Responsibilities:

  • Place a high volume of outbound calls each day using our automated system.
  • Follow scripts to explain basic information and book appointments.
  • Keep CRM records accurate and up to date.
  • Attend team meetings and participate in performance coaching.
  • Work closely with your team lead to ensure quality and consistency.


Ideal Candidate Has:

  • Great spoken English and phone etiquette.
  • Call center or BPO experience is a big plus.
  • Strong attention to detail and goal-oriented mindset.
  • Ability to work independently in a remote setting.
  • Familiarity with customer service or outbound calling environments.


What We Offer:

  • Full remote/work-from-home position.
  • Team-led training from U.S. call center experts.
  • Fun, fast-paced virtual team culture.
  • Long-term opportunity with future advancement potential.
This advertiser has chosen not to accept applicants from your region.

Call Center Manager

Kanpur, Uttar Pradesh Ascenturi

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Title : Remote Appointment Setter

Company : Ascenturi (formerly Sales Match)

Location : Remote – Work from Home

Schedule : Full-time, U.S. Time Zones

Type : Permanent


Job Summary:

Ascenturi (formerly Sales Match), a rapidly growing recruitment and staffing company, is building a brand-new virtual call center division. With over 50 remote team members globally and plans to scale this new department to 40+ people in the next 3 months, we’re looking for a Remote Call Center Manager to lead, coach, and grow our appointment setting team.


This is a unique opportunity to step into a leadership role early, work with U.S.-based sales and training leaders, and help shape the systems and team culture from the ground up.


What You’ll Do:

  • Oversee and support a team of outbound call center agents and appointment setters.
  • Monitor daily call activity, booking rates, and team KPIs via our CRM and call tools.
  • Provide coaching, feedback, and performance improvement support.
  • Help design and optimize scripts, call flows, and onboarding materials.
  • Collaborate with leadership to scale the department quickly and efficiently.
  • Conduct regular team meetings, 1-on-1s, and quality checks.


Requirements:

  • 1+ year experience managing a call center, BPO, or outbound team.
  • Excellent leadership and communication skills in English.
  • Deep understanding of outbound calling, appointment setting, or telesales.
  • Ability to coach teams remotely and drive consistent results.
  • Tech-savvy with CRM or dialer experience.
  • High level of accountability, ownership, and structure.


Why Join Us:

  • 100% remote role – manage from anywhere.
  • Work with U.S.-based executives and sales trainers.
  • Play a key role in a high-growth startup environment.
  • Help shape a call center culture from day one.
  • Long-term leadership path in a growing company.


This advertiser has chosen not to accept applicants from your region.

Call Center Representative

Kanpur, Uttar Pradesh Ascenturi

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

Job Title : Remote Call Center Representative

Company : Ascenturi (formerly Sales Match)

Location : Remote – Work from Home

Schedule : Full-time, U.S. Time Zones

Type : Permanent


Overview:

Ascenturi (formerly Sales Match) is hiring Remote Call Center Representatives to join a newly launched division focused on scheduling calls and following up with prospects for licensed insurance agents. With over 50 team members and rapid growth, we’re now building a dedicated call center team — and you can be among the first to join.


In this role, you'll be making outbound calls to warm leads (no cold calling or selling involved), following a script, and scheduling insurance consultation calls. You’ll receive full training from experienced U.S.-based trainers and work entirely from home.


Responsibilities:

  • Place a high volume of outbound calls each day using our automated system.
  • Follow scripts to explain basic information and book appointments.
  • Keep CRM records accurate and up to date.
  • Attend team meetings and participate in performance coaching.
  • Work closely with your team lead to ensure quality and consistency.


Ideal Candidate Has:

  • Great spoken English and phone etiquette.
  • Call center or BPO experience is a big plus.
  • Strong attention to detail and goal-oriented mindset.
  • Ability to work independently in a remote setting.
  • Familiarity with customer service or outbound calling environments.


What We Offer:

  • Full remote/work-from-home position.
  • Team-led training from U.S. call center experts.
  • Fun, fast-paced virtual team culture.
  • Long-term opportunity with future advancement potential.
This advertiser has chosen not to accept applicants from your region.
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Information Technology Help Desk Analyst

Kanpur, Uttar Pradesh Sol-Millennium Medical Group

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Job Description

The IT Helpdesk Analyst – L1 Support acts as the initial point of contact for all internal IT support issues across SOLM. This role focuses on providing frontline support to a global user base across multiple time zones and technologies, with a special emphasis on macOS, Windows, and SaaS tools. The analyst will log and manage tickets via Salesforce Service Cloud , provide timely responses, and deliver an excellent end-user experience.

The role requires outstanding communication skills , a calm and soft-spoken demeanor , and the ability to liaise effectively with regional stakeholders and internal teams in a professional, culturally sensitive manner.


  • End-User Support
  • Serve as the first point of contact for all IT-related queries, incidents, and requests via Salesforce Service Cloud (ticketing system).
  • Support end-users across macOS and Windows 10/11 environments.
  • Provide remote assistance using Zoom, Teams, and other collaboration tools.
  • Assist with access issues, password resets, MFA support, and basic software troubleshooting.
  • Issue Troubleshooting & Escalation
  • Troubleshoot hardware and software issues related to:
  • Office 365 (Outlook, Teams, OneDrive)
  • VPN, RDP, internet/network connectivity
  • Printing, conference room equipment, endpoint configurations
  • Escalate unresolved technical issues to L2/L3 support based on standard SLAs.
  • Record all actions, communications, and outcomes in the ticketing system.
  • Stakeholder Engagement & Communication
  • Communicate technical solutions clearly to users with varying technical skill levels.
  • Maintain professionalism when working with international colleagues and leadership.
  • Exhibit excellent verbal and written English communication with a courteous and empathetic approach.
  • Collaborate with internal teams and support global operations across North America, EMEA, LATAM, and APAC regions.
  • Device and Access Management
  • Assist with user onboarding/offboarding (Active Directory, Azure AD, O365).
  • Perform basic macOS user configuration and application setup.
  • Coordinate device provisioning, handoffs, and return logistics.
  • Track assets in alignment with company inventory procedures.
  • Security and Compliance
  • Guide users on secure password practices and endpoint protection basics.
  • Detect and report unusual behavior or phishing incidents to the security team.
  • Ensure compliance with IT security policies in daily support tasks.
  • Evaluate and recommend new technologies and solutions to improve operations.
  • Drive innovation and continuous improvement within the IT infrastructure.
  • Plan and execute technology upgrades and modernization efforts.
  • Implement backup solutions and ensure data integrity and availability.
  • Vendor Management and Collaboration :
  • Manage relationships with vendors and service providers.
  • Evaluate and select third-party solutions and services.
  • Coordinate with external partners for support and services.
  • Ensure vendor deliverables meet organizational standards and requirements.
  • Communication Skills :
  • Effective Communication : Clearly articulate technical concepts and solutions to both technical and non-technical stakeholders.
  • Soft-spoken demeanor , and the ability to liaise effectively with regional stakeholders and internal teams in a professional, culturally sensitive manner.


Essential

  • Bachelor's Degree in Computer Science, Information Technology, or equivalent.
  • 3-5 years in an IT Helpdesk or Desktop Support role.
  • Soft-spoken and user-friendly demeanor – with an empathetic approach.
  • Multi-regional collaboration – ability to support and engage across global teams.
  • Problem-solving mindset – proactive, patient, and calm under pressure.
  • Flexible to work on different time zone.


Technical qualifications

  • Exposure to ticketing systems like Salesforce Service Cloud , Jira, or ServiceNow.
  • Technical Skills
  • Operating Systems: Windows 10/11, Windows Servers, macOS (basic to

intermediate level)

  • ITSM Tools: Salesforce Service Cloud (must), Jira, Remedy
  • Collaboration Tools: Microsoft 365, Teams, OneDrive, Zoom, Slack
  • User Access: Active Directory, Azure AD, MFA tools
  • Endpoint Security: Awareness of antivirus, phishing alerts, and endpoint monitoring

basics

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