Customer Support Executive – Equity Market

Planify Capital Limited; Gurugram District; On-site; INR 350,000 - 650,000; Full time

Job summary

Planify Capital Limited is seeking a proactive Customer Support Executive with strong stock market knowledge to assist clients with equity trading and share selling. You will resolve queries, guide clients through trading platforms, and ensure compliant, empathetic service during market hours.

Role requires 2–5 years in financial services customer support, excellent English communication, CRM/MS Office proficiency, and a client-first mindset. NISM certification is a plus.

Qualifications

• 2 to 5 years of experience in customer support in stock broking or financial services.
• Strong understanding of equity markets, share transactions and trading platforms.
• Graduation in Finance or Commerce with NISM Series-VIII considered a plus.

Responsibilities

• Handle inbound and outbound queries related to share selling, demat accounts, trading platforms and market trends.
• Assist clients with 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 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.
• Inform clients of market-related updates or trading issues.
• Support compliance by following SEBI and exchange regulations in all communication.

Skills

Stock market knowledge

Customer support

Communication skills

Problem solving

CRM tools

MS Office

Education

Graduation in Finance/Commerce

NISM Series-VIII certification

Tools

CRM systems

MS Office

Job description

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.

Skills: trading,customer,customer support,stock market,communication