Executive - B2C

Jainam Broking Limited

• 27 minutes ago
  
  

Location

SNS

Department

B2C - Customer Service Desk - JBL

Employment Type

Full-time

Applications Received

1

Closes On

24 May, 2026

Job Summary

The Customer Service Desk – Executive is responsible for providing prompt, accurate, and professional support to clients of the stock broking firm. The role involves handling client queries related to trading, accounts, funds, and securities while ensuring high service quality and adherence to regulatory and compliance standards.

Key Responsibilities

Customer Support

• Handle inbound and outbound client interactions via phone, email, chat, and CRM systems.
• Resolve client queries related to:
• Trading in Equity, Derivatives, Currency, Commodities, and Mutual Funds
• Account opening, KYC, and documentation
• Funds pay-in/payout and securities transfer
• Contract notes, ledger statements, and reports
• Ensure timely resolution of client issues within defined turnaround times (TAT).
  
  

Complaint Handling & Escalations

• Register, track, and resolve client complaints in line with internal policies and regulatory guidelines.
• Escalate unresolved or complex issues to seniors or relevant departments.
• Maintain proper documentation for all client interactions.
  
  

Compliance & Regulatory Adherence

• Follow SEBI, Exchange (NSE/BSE), and internal compliance procedures.
• Ensure accurate communication of policies, charges, and regulatory requirements to clients.
• Maintain confidentiality and security of client data at all times.
  
  

Coordination & Process Support

• Coordinate with Operations, RMS, IT, and Compliance teams to resolve client issues.
• Assist in updating client records and maintaining accurate data in systems.
• Support implementation of process improvements and service initiatives.
  
  

Required Qualifications

• Bachelor’s degree in Commerce, Finance, Business Administration, or a related field.
• NISM certification (relevant modules) preferred or mandatory as per regulatory requirements.
  
  

Experience

• 1–3 years of experience in customer service or operations within a stock broking or financial services firm.
• Freshers with relevant qualifications and market knowledge may also be considered.
  
  

Skills & Competencies

• Basic understanding of capital markets and broking operations.
• Good verbal and written communication skills.
• Customer-centric approach with problem-solving ability.
• Proficiency in MS Office and CRM/trading systems.
• Ability to work under pressure during market hours.
• Attention to detail and compliance awareness.
  
  

Key Performance Indicators (KPIs)

• Customer satisfaction and service quality scores
• Query and complaint resolution TAT
• Accuracy of information provided to clients
• Compliance and audit adherence

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