01 Oct
|
Jainam Share Consultants
|
Coimbatore
01 Oct
Jainam Share Consultants
Coimbatore
Jainam Broking Limited
• 36 minutes ago
Location
SNS
Department
RE - B2C - JBL
Employment Type
Full-time
Applications Received
1
Closes On
30 Oct, 2026
Job Summary
The Customer Service Desk – Executive is responsible for providing prompt, accurate, and skilled support to clients of the stock broking firm. The role involves handling client queries related to trading, accounts, funds, and securities while ensuring high service quality and adherence to regulatory and compliance standards.
Key Responsibilities
Customer Support
• Handle inbound and outbound client interactions via phone, email, chat, and CRM systems.
• Resolve client queries related to:
• Trading in Equity, Derivatives, Currency, Commodities, and Mutual Funds
• Account opening, KYC, and documentation
• Funds pay-in/payout and securities transfer
• Contract notes, ledger statements, and reports
• Ensure timely resolution of client issues within defined turnaround times (TAT).
Complaint Handling & Escalations
• Register, track,
and resolve client complaints in line with internal policies and regulatory guidelines.
• Escalate unresolved or complex issues to seniors or relevant departments.
• Maintain proper documentation for all client interactions.
Compliance & Regulatory Adherence
• Follow SEBI, Exchange (NSE/BSE), and internal compliance procedures.
• Ensure accurate communication of policies, charges, and regulatory requirements to clients.
• Maintain confidentiality and security of client data at all times.
Coordination & Process Support
• Coordinate with Operations, RMS, IT, and Compliance teams to resolve client issues.
• Assist in updating client records and maintaining accurate data in systems.
• Support implementation of process improvements and service initiatives.
Required Qualifications
• Bachelor’s degree in Commerce, Finance, Business Administration, or a related field.
• NISM certification (relevant modules) preferred or mandatory as per regulatory requirements.
📌 Executive - RE (Coimbatore)
🏢 Jainam Share Consultants
📍 Coimbatore