Customer Support Executive

Job Title: Customer Support Executive
Industry: Stock Broking / Financial Services
Job Summary:
We are looking for a proactive and customer-focused Customer Support Executive to handle client queries related to stock market trading, demat accounts, and trading platforms. The ideal candidate should have good communication skills and basic knowledge of financial markets.


Key Responsibilities:

• Handle inbound and outbound customer calls, emails, and chats

• Resolve client queries related to:

• Trading (Equity, F&O, Commodities, etc.)

• Demat & Trading accounts

• Fund transfers, withdrawals, and margins

• Trading platforms (mobile/web)

• Assist clients in account opening, KYC, and onboarding process

• Coordinate with internal teams (Operations, RMS, Tech) for issue resolution

• Educate clients on company products, services, and trading processes

• Ensure timely follow-up and closure of customer issues

• Maintain records of customer interactions and transactions

• Adhere to compliance and regulatory guidelines (SEBI, Exchanges)
  
  
  Required Skills:

• Good verbal and written communication skills

• Basic knowledge of stock market concepts

• Customer handling and problem-solving skills

• Ability to work in a fast-paced environment

• Proficiency in MS Excel / CRM tools

• Strong attention to detail
  
  
  Preferred Qualifications:

• Bachelor’s degree (Commerce / Finance / Business preferred)

• NISM certification (preferred but not mandatory)

• Prior experience in stock broking / financial services / customer support
  

• It is a Full Time Customer Support / TeleCaller job for candidates with 0 - 6 months of experience.