Customer Service Executive

7 hours ago


bangalore, India Stockify Fintech Full time

Location: J P Nagar Phase 5, J. P. Nagar, BengaluruExperience: 1–4 yearsCompany: Stockify FintechDepartment: Client Success & OperationsSalary: ₹25K + Yearly Bonus (Upto 3 months salary)About the RoleStockify is looking for a Customer Service Executive who can handle client queries, manage transaction communication, and ensure a smooth experience for investors dealing in unlisted and pre-IPO shares. This is a client-facing role that demands clarity, patience, and strong coordination skills.Key ResponsibilitiesHandle inbound client queries through WhatsApp, calls, and emailAssist investors with onboarding, KYC, and transaction documentationUpdate clients on share transfer status, payment timelines, and transaction progressCollaborate with operations and sales teams to resolve issues promptlyMaintain accurate client records and communication logsEnsure compliance while handling sensitive financial informationRequirements1–4 years of experience in customer service or financial services supportClear communication skills and strong client-handling abilityBasic understanding of demat accounts, KYC and capital market processes (preferred)Ability to multitask and work in a fast-paced environmentStrong attention to detailCommerce background and prior experience with the industry



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