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Vacancy description

Customer Support Executive - Equity Market in Gurgaon, भारत

planify capital

Rs 3 - 5 lakhs p.a.

Gurgaon, भारत

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.

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