Job highlights

- Bachelor's in Business/Finance with 1-5 years at SEBI registered intermediary and NISM Series XA/XB preferred

- Manage daily customer support operations, resolve escalated queries, develop strategies to enhance satisfaction, coordinate with teams, and handle MIS reporting

Position Overview: As the Executive of Customer Support, you will play a crucial role in ensuring the highest level of customer satisfaction by resolving the clients queries within specified times. The ideal candidate will have a strong background in customer service and a deep understanding of the stock market.

Broader Role / Direct Responsibilities:

- Handling the daily operations of the customer support team to ensure prompt and effective resolution of customer inquiries and issues received through emails and phone calls.

- Develop and implement strategies to enhance customer satisfaction and loyalty

- Capable of resolving escalated queries





- Continuously evaluate and optimize customer support processes to improve efficiency and effectiveness

- Coordinating with internal teams to ensure timely and accurate responses to client inquiries, requests, and complaints

- Collaborate with cross-functional teams to implement improvements and ensure seamless communication

- MIS Reporting

Qualifications &

Skills Required

- Bachelors degree in business, Finance, or a related field/Postgraduate
- Minimum of 1-5 years of experience of working with a SEBI registered intermediary such as, Stock Broker, Investment Advisor, Portfolio Manager Service
- NISM Certification (Series XA and XB) is preferred
- Excellent organizational and time-management skills
- Robust analytical and problem-solving skills
- Ability to work Individually and in a team environment

📌 Customer Support Executive (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai