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    Job · 18296748

    Planify logo

    Customer Support Executive Equity Market

    Planify · Gurugram · onsite · Posted 35d ago

    Not disclosed2–5 yrsfulltimeSourced fromFoundit

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

    About this role

    We are looking for a proactive and knowledgeable Customer Support Executive with a strong understanding of the stock market, particularly in equity trading and share selling. The ideal candidate should possess excellent communication skills, a customer-first attitude, and a proven track record of resolving client queries efficiently related to equity transactions.

    Key Responsibilities

    • Handle inbound and outbound customer queries related to share selling, demat accounts, trading platforms, and market trends.
    • Assist clients with the process of buying and selling shares through various platforms.
    • Educate clients on market procedures, trading rules, settlement cycles, and corporate actions.
    • Troubleshoot customer issues and coordinate with internal teams for resolution.
    • Maintain up-to-date knowledge of stock market dynamics, key indices, and investor behavior.
    • Ensure high levels of customer satisfaction through professional and empathetic service.
    • Maintain records of customer interactions and follow up to ensure resolution.
    • Proactively inform clients of market-related updates or trading issues.
    • Support compliance by following SEBI and exchange regulations in all communication.

    Requirements

    • 2 to 5 years of experience in customer support in stock broking, trading, or financial services domain.
    • Strong understanding of equity markets, share transactions, and trading platforms
    • Excellent verbal and written communication skills in English (knowledge of regional languages is a plus).
    • Customer-focused with a problem-solving mindset.
    • Ability to work under pressure and manage high call volumes during market hours.
    • Knowledge of CRM systems and MS Office tools.
    • Graduation in Finance, Commerce, or related fields preferred; NISM Series-VIII certification is a plus.

    Preferred Skills

    • Hands-on experience with trading platforms or back-office support systems.
    • Ability to explain complex financial concepts in simple terms to clients.
    • Strong analytical skills to understand customer issues related to stock transactions.

    Skills: trading,customer,customer support,stock market,communication

    Sourced from foundit

    Skills

    NISM Series VIII Certificationshare transactionscrm systemstrading platformsMS Office ToolsStock Market

    About Planify

    Planify logo

    Planify

    Financial Services

    Gurugram

    IN

    ₹5.2L PA avg

    Avg at Planify

    About

    Planify is a financial services platform focused on private equity and investment opportunities in India. It provides access to unlisted shares, startup investments, and alternative investment funds, helping investors diversify portfolios. With SEBI registration and licenses, Planify bridges the gap between investors and emerging businesses, offering research-driven insights and structured investment solutions.

    Industries

    Financial ServicesFinTechInsuranceWealth Management

    Employee ratings

    10 reviews

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    Culture

    5.0

    Career growth

    4.8

    Work-life

    4.7

    Employees rate it well for

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