Customer Relationship Manager (Navi Mumbai)

Customer Relationship Manager (Navi Mumbai)

09 Aug
|
Charchit Info Services Private
|
Navi Mumbai

09 Aug

Charchit Info Services Private

Navi Mumbai

Customer Support Manager– Stock Market Job Summary-

We are looking for a Customer Support Manager to assist clients with stock market-related queries, trading platform support, account services, and general customer assistance. The ideal candidate should have excellent communication skills, basic to good knowledge of the Indian stock market, and a customer-focused attitude. Key Responsibilities-

Handle customer queries via phone, email, chat, and WhatsApp.

Assist clients with account opening, KYC, login issues, and trading platform support.

Provide information about stock market products and services.

Resolve customer complaints and escalate complex issues to the concerned department.

Maintain accurate records of customer interactions and service requests.

Follow up with customers to ensure timely issue resolution.

Educate customers on using trading platforms and mobile applications.

Coordinate with internal teams to resolve customer-related issues.

Ensure compliance with SEBI regulations and company policies while handling customer requests.

Required

Skills

Good verbal and written communication skills.

Basic knowledge of the Indian Stock Market, NSE, BSE, Demat Accounts, and Trading Accounts.

Proficiency in MS Office – Excel, Word, and Outlook.

Strong problem-solving and customer service skills.

Ability to work in a fast-paced environment.





Knowledge of CRM software is an added advantage. Qualifications

Graduate in any discipline.

B.Com, BBA, MBA, or Finance-related qualifications preferred.

NISM certification is an added advantage.

1–3 years of experience in Customer Support, Client Servicing, Stock Broking, or Financial Services preferred.

Preferred Candidate

Profile

Graduate in any discipline.

Minimum 1–3 years of experience in Customer Support / Client Servicing.

Prior experience with leading stock broking or financial services companies will be preferred. Candidates with previous experience in companies such as:

Motilal Oswal Financial Services

Angel One

SBI Securities

HDFC Securities

Other reputed stock broking / financial services companies Valuable Knowledge of Stock Market Operations

Equity & Derivatives

Mutual Funds

Trading & Demat Accounts

KYC & Client Onboarding

RMS & Back-office Processes

Trading Platforms & Mobile Applications

Customer Service & Complaint Resolution Language Skills

Strong communication skills in English and Hindi.

Knowledge of a regional language will be preferred. Benefits

Paid Time Off

Provident Fund

Professional growth opportunities

Supportive work environment Experience Required

Stock Market: 3 years (Required) Job Location

Kharghar, Navi Mumbai, Maharashtra (Required) Employment Type - Full Time

📌 Customer Relationship Manager (Navi Mumbai)
🏢 Charchit Info Services Private
📍 Navi Mumbai

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