Job highlights

- Graduate with 2-4 years experience in customer support at retail broking firms and proficiency in MS Office/Excel

- Handle customer queries on trading and demat accounts via multiple channels, maintain records, ensure compliance, and coordinate for process improvements

We are looking for a customer-focused professional to join our Customer Service & Support team. The role involves handling customer queries, providing timely resolutions, coordinating with internal teams, and ensuring a seamless customer experience across various service channels.

Role & responsibilities

- Handle customer queries through calls, emails, chats, and other communication channels.

- Provide accurate and timely resolutions to customer queries related to trading accounts, demat accounts, funds, settlements, statements, and transactions.





- Maintain detailed records of customer interactions and complaints for audit and compliance purposes

- Identify recurring customer issues and highlight them to the relevant teams for process improvement.

- Maintain accurate records in compliance with company policies and SEBI/regulatory guidelines.

- Maintain high standards of customer experience, accuracy, responsiveness, and service quality.

Preferred candidate profile

- Graduate in any discipline.

- 24 Years of experience in Customer Support specifically in Retail Broking firm.

- Positive knowledge of MS Office / Excel

- Ability to handle difficult or escalated customers professionally.

📌 Customer Experience Executive (Mumbai)
🏢 Incred
📍 Mumbai