CRM Executive- Service Team

Deven Choksey; Mumbai; On-site; INR 300,000 - 540,000; Full time

Job summary

Deven Choksey is seeking a CRM Executive to support clients with trading and demat accounts, investments, and compliance-related queries. The role involves lead management, sales support, and MIS reporting to help the team achieve targets.

You will respond to client inquiries, coordinate with internal teams, assist with KYC processes, and maintain accurate CRM records. Strong communication skills and fluency in English and a regional language are essential.

Qualifications

• Basic understanding of broking operations and capital markets.
• Familiarity with CRM software and MS Office tools.
• Basic IT knowledge.
• Understanding of KYC norms and compliance processes.
• Good communication and client-handling skills.
• Fluency in English and a regional language.
• Professional phone etiquette and a presentable manner.
• Ability to support cross-selling conversations appropriately.

Responsibilities

• Respond to client queries and provide support for trading and demat accounts.
• Assist clients with investment-related service requests and account issues.
• Coordinate with internal teams to resolve client concerns and follow up through closure.
• Support KYC and other compliance processes by checking documentation and directing queries to the appropriate team.
• Maintain accurate client interactions and updates in the CRM system.
• Manage and track leads, and provide sales support to the team.
• Prepare and maintain regular MIS reports.
• Identify relevant opportunities to introduce clients to other company products and services.

Skills

Broking operations

Capital markets

CRM software

MS Office

KYC compliance

Communication skills

English & regional language

Phone etiquette

Tools

CRM software

MS Office

Job description

The CRM Executive will support clients with trading and demat accounts, investments, compliance-related queries and issue resolution. The role also includes lead management, sales support and MIS reporting.

Key responsibilities

• Respond to client queries and provide support for trading and demat accounts.
• Assist clients with investment-related service requests and account issues.
• Coordinate with internal teams to resolve client concerns and follow up through closure.
• Support KYC and other compliance processes by checking documentation and directing queries to the appropriate team.
• Maintain accurate client interactions and updates in the CRM system.
• Manage and track leads, and provide sales support to the team.
• Prepare and maintain regular MIS reports.
• Identify relevant opportunities to introduce clients to other company products and services.

Required skills

• Basic understanding of broking operations and capital markets.
• Familiarity with CRM software and MS Office tools.
• Basic IT knowledge.
• Understanding of KYC norms and compliance processes.
• Good communication and client-handling skills.
• Fluency in English and a regional language.
• Professional phone etiquette and a presentable manner.
• Ability to support cross-selling conversations appropriately.