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.
- Good communication and client-handling skills.
- Fluency in English and a regional language.
- Skilled phone etiquette and a presentable manner.
- Ability to support cross-selling conversations appropriately.

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