Customer Service And Support

Description:

We are looking for a proactive and client-focused professional with experience in customer service, client support, and account opening for equity brokerage house. The role involves end-to-end client onboarding, handling client queries, and resolving complaints to ensure a smooth and professional client experience.

Key Responsibilities:

• Contact and engage potential and existing clients to guide them through the account opening process
• Handle end-to-end client onboarding, including documentation, KYC, and system entry
• Coordinate with internal departments to ensure timely account activation
• Act as the primary point of contact for client queries related to accounts, trading access, and basic operational matters
• Resolve client complaints efficiently and escalate issues where required
• Maintain accurate client records and ensure compliance with regulatory and internal policies
• Assist in client retention by providing consistent and professional support
• Follow up with inactive or newly onboarded clients to ensure smooth onboarding experience

Required Qualifications & Experience:

• 1–3 years of experience in customer service, client support, or account opening
• Prior experience with equity brokerage will be preferred
• Familiarity with CDC account opening, KYC requirements, and brokerage systems is a strong plus
• Good understanding of stock market basics will be an advantage