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 prospects 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.
Skilled phone etiquette and a presentable manner.
Ability to support cross-selling conversations appropriately.

📌 Crm Executive Service Team Mumbai (India)
🏢 Deven Choksey
📍 India