Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 15183862

    CI

    Customer Relationship Manager

    charchit info services private limited · Mumbai · onsite · Posted 51d ago

    Not disclosed1–3 yrsfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    Customer Support Manager– Stock Market

    Job Summary-

    We are looking for a Customer Support Manager to assist clients with stock market-related queries, trading platform support, account services, and general customer assistance.

    The ideal candidate should have excellent communication skills, basic to good knowledge of the Indian stock market, and a customer-focused attitude.

    Key Responsibilities-

    • Handle customer queries via phone, email, chat, and WhatsApp.
    • Assist clients with account opening, KYC, login issues, and trading platform support.
    • Provide information about stock market products and services.
    • Resolve customer complaints and escalate complex issues to the concerned department.
    • Maintain accurate records of customer interactions and service requests.
    • Follow up with customers to ensure timely issue resolution.
    • Educate customers on using trading platforms and mobile applications.
    • Coordinate with internal teams to resolve customer-related issues.
    • Ensure compliance with SEBI regulations and company policies while handling customer requests.

    Required Skills

    • Good verbal and written communication skills.
    • Basic knowledge of the Indian Stock Market, NSE, BSE, Demat Accounts, and Trading Accounts.
    • Proficiency in MS Office – Excel, Word, and Outlook.
    • Strong problem-solving and customer service skills.
    • Ability to work in a fast-paced environment.
    • Knowledge of CRM software is an added advantage.

    Qualifications

    • Graduate in any discipline.
    • B.Com, BBA, MBA, or Finance-related qualifications preferred.
    • NISM certification is an added advantage.
    • 1–3 years of experience in Customer Support, Client Servicing, Stock Broking, or Financial Services preferred.

    Preferred Candidate Profile

    • Graduate in any discipline.
    • Minimum 1–3 years of experience in Customer Support / Client Servicing.
    • Prior experience with leading stock broking or financial services companies will be preferred.

    Candidates with previous experience in companies such as:

    • Motilal Oswal Financial Services
    • Angel One
    • SBI Securities
    • HDFC Securities
    • Other reputed stock broking / financial services companies

    Good Knowledge of Stock Market Operations

    • Equity & Derivatives
    • Mutual Funds
    • Trading & Demat Accounts
    • KYC & Client Onboarding
    • RMS & Back-office Processes
    • Trading Platforms & Mobile Applications
    • Customer Service & Complaint Resolution

    Language Skills

    • Strong communication skills in English and Hindi.
    • Knowledge of a regional language will be preferred.

    Benefits

    • Paid Time Off
    • Provident Fund
    • Professional growth opportunities
    • Supportive work environment

    Experience Required

    Stock Market: 3 years (Required)

    Job Location

    Kharghar, Navi Mumbai, Maharashtra (Required)

    Employment Type - Full Time

    Sourced from foundit

    Skills

    Basic knowledge of the Indian Stock Marketcrm softwareDemat AccountsbseoutlookNSETrading AccountsWordexcelMS Office

    Customer Relationship Manager · waiting for your command