Role overview The CRM Executive will support clients with trading and demat accounts, investments, compliance-related queries and issue resolution. The role also includes lead management, sales support and MIS reporting.

Key responsibilities
• Respond to client queries and provide support for trading and demat accounts.
• Assist clients with investment-related service requests and account issues.
• Coordinate with internal teams to resolve client concerns and follow up through closure.
• Support KYC and other compliance processes by checking documentation and directing queries to the appropriate team.
• Maintain accurate client interactions and updates in the CRM system.
• Manage and track leads, and provide sales support to the team.
• Prepare and maintain regular MIS reports.




• Identify relevant opportunities to introduce clients to other company products and services. Required skills
• Basic understanding of broking operations and capital markets.
• Familiarity with CRM software and MS Office tools.
• Basic IT knowledge.
• Understanding of KYC norms and compliance processes.
• Positive communication and client-handling skills.
• Fluency in English and a regional language.
• Professional phone etiquette and a presentable manner.
• Ability to support cross-selling conversations appropriately.

📌 CRM Executive- Service Team (Mumbai)
🏢 Deven Choksey
📍 Mumbai