Process: Wealth Management Brokerage

Role: Customer Support Executive

Location: Gurugram Sec30 (Work From Office)

CTC : 35,000 per month

Role Overview

We are hiring Customer Support Executives for the Wealth Management Brokerage Process . The role involves assisting customers with brokerage-related queries, providing operational support, ensuring accurate processing of requests, and delivering an excellent customer experience while maintaining quality and compliance standards.

Key Responsibilities
Handle customer queries related to wealth management and brokerage services through voice and/or back-office support.
Assist customers with account-related requests, transaction updates, and service-related concerns.
Verify customer details and documentation as per company guidelines.
Process customer requests accurately while maintaining service quality.
Coordinate with internal teams to ensure timely resolution of customer issues.




Maintain accurate records of customer interactions and update internal systems.
Adhere to company policies, compliance requirements, and quality standards.
Meet productivity, quality, and turnaround time (TAT) targets.

Eligibility Criteria
Graduate or Undergraduate.
Minimum 6 months of experience in Customer Support (BFSI/Brokerage/Wealth Management preferred) is mandatory.
Positive verbal and written communication skills.
Robust customer handling and problem-solving abilities.
Basic understanding of financial products or brokerage services will be an added advantage.

Compensation & Perks
CTC: Up to ₹35,000 per month
Working Days: 5 Days a Week
Shifts: Rotational Shifts with Rotational Weekly Offs
Cab Facility: Both-side cab facility available

Interview Process
HR Round
Operations Round

📌 Brokerage Support Associate Gurugram
🏢 RMV Workforce
📍 Gurugram