Key responsibilities

1.

Client

Handling & Support

- Answer client queries (calls, WhatsApp, email)

- Help with account-related issues (Demat, trading account)

- Guide clients on how to use the trading platform

- Current 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 new 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

5.

Basic

Sales / Upselling

- Promote services like:

- Demat account opening

- Margin trading

- Cross - Selling

Skills Required

- 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]

- Location: T- Nagar, Chennai

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Customer Relation Executive (CRE) (Chennai)
🏢 Capstocks u0026 Securities (India
📍 Chennai