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 skilled 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 solid 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