Client Service Executive (Broking)

YourMoneyWise; Pune District; On-site; INR 300,000 - 500,000; Full time

Job summary

Zerodha is seeking a dedicated support specialist to assist trading and investment clients across phone, email, and chat channels. You will resolve queries, educate users on platform features, and ensure a smooth client experience.

The role emphasizes strong communication, problem-solving, and a solid understanding of financial markets. Candidates should hold a Bachelor's in Commerce or Finance and NISM certifications.

Qualifications

• Bachelor's degree in Commerce, Finance, or related field.
• NISM certifications (Equity Derivatives, Mutual Funds) required.
• Excellent communication and problem-solving skills.
• Basic understanding of financial markets and trading terminology.

Responsibilities

• Provide exceptional support to Zerodha's trading and investment clients via multiple channels (phone, email, chat).
• Resolve queries, educate users on platform features, and ensure a smooth client experience.

Skills

Communication

Problem-solving

Education

Bachelor's degree in Commerce/Finance/related field

Job description

Provide exceptional support to Zerodha's trading and investment clients via multiple channels (phone, email, chat). Resolve queries, educate users on platform features, and ensure a smooth client experience.

Requirements

• Bachelor's degree in Commerce, Finance, or related field
• NISM certifications (Equity Derivatives, Mutual Funds) required
• Excellent communication and problem-solving skills
• Basic understanding of financial markets and trading terminology