Salary : Competitive / Paid in Indian Rupee . INR / Annual Recommended Quick Links
- Jobs by Location
- Jobs by Industry
What You Should Know About This Job
Job Summary
We are looking for energetic and empathetic Customer Support Executives to handle inbound customer queries through calls and emails. As the first line of support, you will play a critical role in resolving customer concerns related to account operations, trading platforms, fund transfers, and regulatory compliance. The role requires strong communication skills, problem-solving abilities, and a customer-first attitude.
Key Responsibilities
Customer Interaction
Respond to customer queries via calls and emails in a professional and timely manner.Assist customers with account opening, KYC issues, trading platform access, UPI transfers, margin queries, and basic troubleshooting.Escalate complex cases to senior team members or relevant departments when needed.Service Quality
Ensure accurate, consistent, and courteous communication.Maintain adherence to internal SLAs and compliance requirements.Provide clear guidance to customers on procedures, timelines, and documentation.Process & Tools
Use CRM and support tools like Freshdesk, telephony systems, or email ticketing to track and manage interactions.Maintain proper records of customer conversations and resolutions.Follow defined standard operating procedures (SOPs) for each type of customer issue.Teamwork
Collaborate with fellow agents and team leaders to ensure smooth daily operations.Participate in regular training on new products, regulatory changes, and trading platforms.Requirements
Key Requirements
Experience
1- 2 years of experience in customer service, preferably in financial services, banking, or brokerage firms.Skills
Excellent verbal and written communication in English and Hindi.Strong listening, empathy, and problem-solving skills.Familiarity with MS Office, email etiquette, and CRM tools is an advantage.Educational Qualification
Graduate in any discipline (Commerce, Finance, or Business preferred).NISM certification is a plus.