- Answer client queries (calls, WhatsApp, email)
- Help with account-related issues (Demat, trading account)
- Guide clients on how to use the trading platform
- New investment products
2. Relationship Management
- Maintain regular contact with clients
- Build trust and long-term relationships
- Ensure clients continue trading (retention)
3. Follow-ups & Engagement
- Follow up with inactive clients
- Inform clients about current offers, IPOs, or updates
- Encourage clients to invest or trade more
4. Coordination with Dealer Team
- Pass client orders or requirements to dealers (if needed)
- Coordinate with the dealing desk for smooth execution
- Communication skills (English Tamil is a big advantage)
- Problem-solving skills
- Basic stock market knowledge
- Ability to handle different types of clients calmly
Interested candidates can directly apply or send your resumes to [email protected]