We are seeking a versatile and experienced individual to join our team as an Accounts cum Customer Care Executive. This role combines responsibilities in data migration support, company accounts management, and customer care. You will play a key role in managing the transition of data from old software systems to our platform using Excel tools, while also overseeing company assets, payment follow-ups, and providing fund management advice.

Skills

• Accounting Skills
• Financial Management
• Data Migration
• Asset Management
• Communication
• Customer Service
• Problem Solving
• Attention to detail
• Microsoft Excel
• Multitasking

Requirements

• Job Role Accounts Cum Customer Care Executive- Data Migration & Asset Management
• Job Type Full Time
• Workplace Type Onsite
• Industry Software Development

Secondary locations

About

Not provided

Responsibilities

• Provide prompt and courteous customer support via phone, email, and live chat.
• Conduct data migration by extracting data from old software and integrating it into our system using Excel tools.
• Handle after-sales service inquiries and troubleshoot technical issues related to data migration.
• Manage company accounts, including asset management, tracking, and reporting.
• Follow up on accounts receivable and ensure timely payments from clients.
• Offer fund management advice to optimize financial resources.
• Maintain accurate records of customer interactions, transactions, and data migration processes.
• Collaborate with cross-functional teams to address customer needs and ensure smooth data transitions.

Other Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Proven experience in accounting, financial management, and data migration.
• Strong skills in asset management and financial planning.
• Excellent communication skills and a customer-centric approach.
• Strong problem-solving abilities and attention to detail.
• Proficiency in Excel, especially in managing large datasets and data migration tasks.
• Ability to multitask and prioritize tasks in a fast-paced environment.
• Previous experience in customer support, data migration, or fund management will be an advantage.

Good to have

• Advanced Excel skills, including proficiency in data filtering, pivot tables, and complex formulas.
• Familiarity with accounting software and MS Office Suite.
• Strong organizational skills and the ability to manage multiple projects simultaneously.
• Experience in asset management and providing financial advice.

About the Company

We are at fintech and providing operation and Accounting management software to Banking / Financial Companies for the last 10 years. As a software development & IoT consultant, IGNOSI helps to build a flexible, elastic, user-friendly & responsive solution for your unique requirements. We combine proven methodologies, business domain knowledge & technology expertise of software professionals to deliver high-quality solutions.

 we concentrated more on Nidhi companies chit companies Cooperatives. credit lending institutions private banks Gold Loan Financing Institutions.