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
- 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 recent 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) (India)
🏢 Capstocks & Securities (India
📍 India