About Investwell
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.
Key Responsibilities
● 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.
Required 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.
● Timely resolution is a plus.
● Fluency in regional languages will be an advantage
● The ability to work individually and as part of a team.
Perks and Benefits
● 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.
