We are looking for a proactive and knowledgeable Customer Support Executive with a strong understanding of the stock market, particularly in equity trading and share selling. The ideal candidate should possess excellent communication skills, a customer-first attitude, and a proven track record of resolving client queries efficiently related to equity transactions.
Key Responsibilities
Handle inbound and outbound customer queries related to share selling, demat accounts, trading platforms, and market trends.
Assist clients with the process of buying and selling shares through various platforms.
Educate clients on market procedures, trading rules, settlement cycles, and corporate actions.
Troubleshoot customer issues and coordinate with internal teams for resolution.
Maintain up-to-date knowledge of stock market dynamics, key indices, and investor behavior.
Ensure high levels of customer satisfaction through qualified and empathetic service.
Maintain records of customer interactions and follow up to ensure resolution.
Proactively inform clients of market-related updates or trading issues.
Support compliance by following SEBI and exchange regulations in all communication.
Requirements
2 to 5 years of experience in customer support in stock broking, trading, or financial services domain.
Strong understanding of equity markets, share transactions, and trading platforms
Excellent verbal and written communication skills in English (knowledge of regional languages is a plus).
Customer-focused with a problem-solving mindset.
Ability to work under pressure and manage high call volumes during market hours.
Knowledge of CRM systems and MS Office tools.
Graduation in Finance, Commerce, or related fields preferred; NISM Series-VIII certification is a plus.
Preferred Skills
Hands-on experience with trading platforms or back-office support systems.
Ability to explain complex financial concepts in straightforward terms to clients.
Robust analytical skills to understand customer issues related to stock transactions.