Customer Service Executive (Karnataka)

Customer Service Executive 2 Positions Location Bangalore Experience 1-4 Years Department Client Success Operations About the Role Stockify Fintech is expanding its Client Success team and seeking Customer Service Executives who can deliver an exceptional experience to investors dealing in unlisted and pre-IPO shares This role requires robust communication process adherence and the ability to coordinate effectively across teams to ensure smooth transaction handling Key Responsibilities Handle inbound client queries via WhatsApp calls and emails Assist investors with onboarding KYC completion and transaction documentation Provide timely updates on share transfer status payment timelines and transaction progress Closely coordinate with Operations Sales and Compliance teams to resolve client issues Maintain accurate and updated client records logs and communication history in CRM Ensure adherence to compliance guidelines when handling sensitive financial data Support clients throughout the transaction lifecycle with clarity and accuracy Requirements Bachelor s degree Commerce preferred 1-4 years of experience in customer service financial services or client support roles Robust communication skills verbal and written with excellent client-handling ability Basic understanding of demat accounts KYC norms capital market processes preferred not mandatory Ability to multitask and work efficiently in a fast-paced environment High level of accuracy attention to detail and ownership What We Offer Opportunity to work in India s fast-growing private market investment ecosystem Exposure to unique products like unlisted shares and pre-IPO investments Collaborative work environment with strong learning and career development Competitive salary plus performance-based incentives Job Types Full-time Permanent Pay 25 000 00
- 27 000 00 per month Benefits Health insurance Provident Fund Work Location In person Apply on Kit Job: kitjob.in/job/4n22uy