Customer Support Executive

Job description
Job Purpose

This role will be responsible for providing exceptional customer service, handling client inquiries, resolving issues and ensuring overall customer satisfaction. The incumbent will serve as the primary point of contact for clients and will collaborate with internal teams to address client needs effectively.

Key Deliverables

1. Address client queries promptly and effectively via calls, emails and Chat.

2. Provide guidance on online trading platforms, account setup, and trading-related queries.

3. Provide assistance in understanding the pay-in and pay-out processes, resolve any issues or discrepancies and ensure smooth transactions.

4. Generate and provide frequent Management Information System (MIS) reports to the top management.

5. Collaborate with internal departments, such as advisory, operations, compliance and depository, to address client issues and ensure timely resolution.

Role Requirements

1. Educational Qualifications: Bachelor's degree in Finance or a related field.

2. Experience: Minimum 2 years of experience in client support, customer service or a similar role within the broking industry.

3. Domain Knowledge: Strong knowledge of account opening processes, online trading platforms and risk management practices.

Role: Customer Service
Industry Type: Investment Banking / Venture Capital / Private Equity
Department: Customer Success, Service & Operations
Employment Type: Full Time, Permanent
Role Category: Customer Success, Service & Operations - Other
Education
UG: Any Graduate
PG: Any Postgraduate
Key Skills
Skills highlighted with ‘‘ are preferred keyskills
Share MarketQuery ResolutionCustomer Care ServiceCustomer CareClient Handling
Blended ProcessStock Market OperationsNSEAdvisory ServicesCustomer ServiceCdslSolving QueriesNSDLDepository OperationsBseStock MarketDmatStock ExchangeCustomer HandlingSEBI