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Company Overview
Right Flair helps investors trade smarter and invest better by offering clear guidance and practical services across the investment journey. From demat and trading account setup to mutual funds and insurance, the company supports clients in building and protecting their wealth. Right Flair focuses on simplifying financial decisions so clients can invest with confidence. The organization values trust, transparency, and long-term client relationships, making it a dynamic environment for professionals interested in finance and customer success.
Job Summary
We are looking for an organized and client-focused Operations & Customer Relationship Manager to manage day-to-day client operations. This is a full-time, on-site role based in Jaipur. It is the bridge between our clients and the trading desk — you will activate existing clients, onboard new investors, resolve service issues, and keep our client database accurate and audit-ready.
Key Responsibilities
• Call and activate existing clients to encourage regular trading activity
• Onboard new customers, guiding them through KYC, demat, and trading account opening
• Help new users understand and navigate the trading application
• Convert leads generated through marketing/targeted campaigns into active accounts
• Maintain and update the client database in Excel/CRM — call logs, activation status, and follow-ups
• Handle client escalations and ensure timely resolution to maintain service quality
• Coordinate onboarding and activation workflows across teams (sales, compliance, back-office)
• Track daily/weekly activation and conversion numbers and report to management
• Ensure documentation and records are complete, accurate, and compliant
• Support account-related queries — fund transfers, statements, password resets, etc
Requirements & Qualifications
Education
• Graduate in any discipline; Commerce or Finance background preferred
Experience
• 1–2 years in operations, back-office, or client servicing
• Prior experience in BFSI, broking, or fintech is a plus
• Freshers with strong organizational and communication skills are welcome
Skills
• Good verbal and written communication skills
• Working knowledge of MS Excel (formulas, data entry, sorting/filtering) and CRM tools
• Basic understanding of demat/trading accounts and KYC processes
• Strong attention to detail and record-keeping discipline
• Ability to multitask and handle client escalations calmly
Nice to Have
• Experience with trading platforms (Angel One, Groww, Zerodha, etc.)
• NISM certification or equivalent
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