Markup Club is a SEBI-registered Research Analyst firm offering Model Portfolios and Bespoke trading strategies to subscribers who execute recommendations through their own connected broking accounts. This role exists to make sure every subscriber, especially a first-time one, actually has a smooth experience getting their portfolio live, executing their first rebalance, and getting unstuck when something on the platform confuses them.
This role owns proactive onboarding for every recent subscriber, following up shortly after activation to guide them through accepting their first portfolio or pushing their first rebalance, rather than waiting for them to get stuck and write in. The goal is a smooth first experience, since this is often where a new subscriber's confidence in the platform is won or lost.
This role also owns first-line resolution of subscriber support queries received through email and the Zoho Desk ticketing system, covering payment and activation questions, rebalance and execution confusion, dashboard queries, and subscription or billing matters.



Every reply should be accurate, warm, and written in a professional, clear tone, within the committed first-response timeline.
Ticket volume is modest on most days but spikes meaningfully around scheduled rebalances, particularly for Bespoke strategies, so this role needs to handle a quiet day and a high-volume day equally well without either one suffering. Where a query turns out to be a genuine platform issue rather than a misunderstanding, this role coordinates with the technical team to get a root cause and follows up until it is resolved.
A meaningful part of this role is proactive, not reactive. When a pattern of similar queries emerges across subscribers, the expectation is to recognise it, flag it, and either draft or update a knowledge base article covering it.
This role also involves occasional subscriber calls where a written reply will not resolve the concern, particularly for a confused first-time

📌 Client Experience Executive (India)
🏢 KASAA Research & Investment Advisory
📍 India