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Customer Support Executive Equity Market

Customer Support Executive Equity Market

planify capital limited
Early Applicant
  • Posted 2 days ago
  • Be among the first 10 applicants

Job Description

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

Key Skills

share transactions

NISM Series-VIII certification