
Customer Care Executive
4 days ago
Key Responsibilities:
· Act as the first point of contact for business partners and franchisee queries related to accounts, operations, KYC, product support, and other service requests.
· Resolve issues related to client onboarding, demat account processing, trade execution, payouts, etc.
· Coordinate with internal departments such as compliance, back-office, RMS, and IT to ensure timely resolution of partner-related requests.
· Assist partners with product updates, operational changes, policy clarifications, and documentation requirements.
· Monitor and track partner tickets/requests using CRM or service desk tools.
· Prepare and share periodic reports, MIS, and escalation summaries.
· Maintain a service-oriented approach and ensure adherence to internal SLAs.
· Provide training or knowledge support to partners regarding systems, tools, and processes, as required.
Required Skills & Competencies:
· Strong knowledge of capital markets, demat/trading account processes, and broking operations.
· Good understanding of partner/franchisee models in the financial industry.
· Proficient in MS Office and CRM tools.
· Excellent communication and problem-solving skills.
· Strong coordination, follow-up, and multi-tasking abilities.
· Service mindset with ability to handle pressure and volume.
Educational Qualifications:
· Graduate in Commerce, Finance, or related field (Postgraduate preferred).
· NISM certifications (optional but preferred).
Job Type: Full-time
Pay: ₹16, ₹25,000.00 per month
Benefits:
- Health insurance
- Paid sick time
- Paid time off
- Provident Fund
Experience:
- Customer relationship management: 1 year (Preferred)
- Customer service: 1 year (Preferred)
Language:
- Hindi (Preferred)
- English (Preferred)
Work Location: In person
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