Role Overview

This role involves managing High Net-Worth Individual (HNI) clients for the customer service team. The executive will be responsible for handling client queries, ensuring timely resolutions, and delivering a seamless service experience.

Key Responsibilities

- Handle inbound voice interactions with HNI clients in a professional manner.
- Resolve client queries related to broking and trading activities.
- Coordinate with internal teams (Operations, Risk, IT, etc.) for query resolution.
- Maintain service quality standards and ensure quick turnaround times.
- Build and maintain strong client relationships by providing accurate and prompt support.
- Ensure adherence to company policies, exchange guidelines, and regulatory norms.

Eligibility Criteria

- Graduate in any discipline.
- Minimum 1 year of experience managing voice processes in the broking industry.




- Solid communication skills (verbal and written) with excellent client-handling ability.
- Good understanding of broking products and customer service processes.
- NISM Series VII (Securities Operations & Risk Management) and NISM Series VIII (Equity Derivatives) certifications will be preferred.

Key Skills Required

- Excellent communication and interpersonal skills.
- Client-first approach with strong problem-solving ability.
- Ability to handle pressure and manage HNI client expectations.
- Strong coordination and multitasking skills.
- Knowledge of trading platforms and broking operations.

Other Details

- Work Mode: From Office only
- Shift Timing: Between 8:00 AM to 6 PM (9-hour shift)
- Working Days: Monday to Sunday

📌 Voice Call Premium (Thane)
🏢 Kotak Securities (KSL)
📍 Thane