Customer Support Executive Jobs Opening in Teleconnect Global Services at Jhansi
Customer Support Executive
Job Description
Position Overview
The Customer Support Executive plays a crucial role in assisting customers with account opening processes on the company’s trading platform. The executive will work with company-provided data, reach out to potential customers, explain the account creation steps, resolve their queries, and guide them through the onboarding process. This role requires excellent communication skills, a customer-first attitude, and the ability to handle client interactions effectively while ensuring accuracy and compliance with company policies and regulatory guidelines.
The role is ideal for individuals who are passionate about customer service, financial products, and trading platforms and who are eager to help customers start their investment journey.
Key Responsibilities
1. Customer Onboarding & Account Opening
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Use company-provided data to connect with potential clients via calls, emails, or chat.
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Guide customers through the trading account opening process step-by-step.
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Assist in filling out digital application forms accurately and completely.
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Verify customer details and ensure all necessary documents are submitted correctly.
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Explain the trading platform’s features, benefits, and usage instructions clearly.
2. Customer Support & Query Resolution
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Answer customer queries related to account opening, platform usage, and trading basics.
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Provide accurate information regarding account types, trading limits, KYC requirements, etc.
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Troubleshoot technical issues faced during account registration or login.
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Escalate complex issues to the technical or compliance team when necessary.
3. Compliance & Documentation
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Ensure KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines are strictly followed.
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Maintain accurate records of customer communications and documentation.
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Verify customer information against regulatory standards before account activation.
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Adhere to company policies and ensure full compliance with trading regulations.
4. Coordination & Reporting
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Coordinate with the sales, operations, and compliance teams for smooth onboarding.
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Provide daily updates on customer onboarding status and challenges.
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Generate reports on completed, pending, and rejected account applications.
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Suggest improvements in processes to enhance the customer experience.
5. Customer Relationship Management
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Build rapport with customers and ensure a smooth onboarding journey.
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Provide post-onboarding support if customers face issues while accessing their accounts.
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Follow up with inactive customers and encourage them to start trading.
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Gather feedback to improve customer experience and platform usability.
Required Skills & Competencies
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Communication Skills: Excellent verbal and written communication in English, Hindi, and regional languages (if applicable).
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Customer-Centric Approach: Ability to handle customers politely and patiently.
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Technical Knowledge: Basic understanding of trading platforms, online applications, and account opening processes.
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Problem-Solving Skills: Capability to address customer concerns effectively and quickly.
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Attention to Detail: Accurate data entry and document verification.
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Time Management: Ability to manage multiple customer accounts and meet daily targets.
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Teamwork: Collaborative approach when working with cross-functional teams.
More information about this Customer Support Executive Job
Please go through the below FAQs to get all answers related to the given Customer Support Executive job
- What are the job requirements to apply for this Customer Support Executive job position?
- Ans: A candidate must have a minimum of 0 to 1.5 year experience as an Customer Support Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: 12th Pass (HSE)
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Customer Support Executive is a work from home job?
- Ans: Yes,its a Work from Home Job.
- How many job vacancies are opening for the Customer Support Executive position?
- Ans: There are immediate 1 job openings for Customer Support Executive in our Organisation.
