Website:
valura.ai
Job details:
Customer Support & Relationship Manager
Location: Ahmedabad - GIFT City, Hybrid
Employment Type: Full-Time
About Valura
Valura is a cross-border wealth management and distribution platform operating across global equities, Pre-IPO allocations, structured notes, USD fixed income, and GIFT City (IFSCA) structures. We enable investors to access international investment opportunities through a seamless, technology-driven platform.
About the Role
We are hiring a sharp, fast-learning Customer Support & Relationship Manager to join our client operations desk. In this hybrid role, you will balance reactive client support (guiding users through onboarding, login assistance, and account queries) with proactive relationship management (engaging distributor partners, tracking pipelines, and assisting wealth practices).
You will work with our cloud telephony and backend system to deliver prompt, accurate, and compliant service to high-net-worth investors and partners.
Key Responsibilities
- Client Onboarding & Support: Guide investors and partners through our digital e-KYC onboarding process, including PAN verification, CKYC lookups, and video liveness checks.
- Query Resolution: Answer inbound phone calls and email tickets within defined response time targets, resolving platform and account queries.
- Proactive Follow-Ups: Call partners and prospective clients to help them complete pending onboarding steps and answer platform questions.
- Partner Support: Assist partners in navigating the partner portal, setting up referral links, and utilizing client tax export tools.
- Operational Troubleshooting: Identify and resolve onboarding delays, such as bank proof verification issues or transfer status updates.
- Compliance Adherence: Maintain strict confidentiality under financial data protection guidelines and ensure all communications follow approved product details.
Requirements
- 1 to 3 years of experience in financial customer service, wealth management operations, brokerage client support, or fintech relationship management.
- Solid understanding of core financial concepts (equities, bonds, mutual funds). Experience with cross-border investments or LRS rules is a strong plus.
- High learning agility: Ability to quickly master platform features, tax engines, regulatory guidelines, and software tools.
- Clear verbal and written English communication skills suitable for engaging high-net-worth clients and professional financial advisors.
- Comfortable working across multiple browser screens, CRM tools, and cloud phone systems simultaneously.
- Strong problem-solving skills, detail orientation, and a strong sense of ownership.
What We Offer
- Direct exposure to the fast-growing cross-border wealthtech space.
- Flat organization structure with high ownership and direct visibility with team leadership.
- Structured 15-day training program covering global investment products, regulatory compliance, and platform systems.
How to Apply
- If you are interested in this role, please email your resume directly to acc@valura.ai with the subject line "Application: Customer Support & Relationship Manager".
Click on Apply to know more.
