Customer Relationship Associate

Terminal Operator & Client Servicing Executive Share Broking

Job Description (JD):

Location: Idar, Modasa, Himatnagar & Mehsana (Gujarat)

Position Summary:

We are seeking a proactive and detail-oriented individual to manage both terminal operations (executing trades on behalf of clients) and client servicing responsibilities. The candidate will be responsible for handling client transactions on the trading terminal and addressing client queries, ensuring compliance and maintaining high customer satisfaction.

Key Responsibilities:

Terminal Operations:

• Execute buy/sell trades on behalf of clients through NSE/BSE terminals.

• Monitor market trends, indices, and client portfolios in real-time.

• Ensure trades are executed efficiently, accurately, and in compliance with SEBI and exchange regulations.

• Maintain trading limits and margin requirements.

• Generate daily trade reports and share with clients or compliance team.

Client Servicing:

• Serve as the first point of contact for clients on queries related to demat, trading, account opening, and KYC.

• Provide regular updates on portfolio performance and market movements.

• Assist in onboarding new clients, including documentation and trading software support.

• Educate clients on using trading platforms (web/mobile).

• Address complaints/escalations and resolve them in a timely manner.

Required Skills & Qualifications:

• Graduate in Finance, Commerce, or related field.

• NISM Certification (Equity Derivatives / Currency Derivatives) mandatory.

• 1–3 years experience in trading operations or broking firm.

• Strong understanding of capital markets, equity & derivatives.

• Proficient in trading terminals (ODIN, NOW, NEST, or similar).

• Good communication and interpersonal skills.

• Ability to multitask and work under pressure.

• It is a Full Time Customer Support / TeleCaller job for candidates with 1 - 5 years of experience.

More about this Customer Relationship Associate job

1. What is the eligibility criteria to apply for this Customer Relationship Associate job?
   Ans: The candidate should be Graduate and above and above with 1 - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹32000 per month that depends on your interview. It's a Full Time job in Modasa.
3. How many working days are there for this Customer Relationship Associate job?
   Ans: This Customer Relationship Associate job will have 6 working days.
4. Are there any charges applicable while applying or joining this Customer Relationship Associate job?
   Ans: No, there is no fee applicable for applying this Customer Relationship Associate job and during the employment with the company, i.e., TROTH INSURANCE BROKING AND CONSULTANTS PRIVATE.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Customer Relationship Associate role?
   Ans: There is an immediate opening of 3 Customer Relationship Associate at TROTH INSURANCE BROKING AND CONSULTANTS PRIVATE
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Customer Support / TeleCaller job.
8. What are the timings of this Customer Relationship Associate job?
   Ans: This Customer Relationship Associate job has Day Shift.