Job Description

We are looking for a proactive and customer-oriented

CRM Executive

to join our Mumbai team. The role involves managing client relationships, addressing queries related to trading and investments, and ensuring a seamless service experience. The ideal candidate should have a keen interest in

financial markets, stock broking operations, and client engagement.

Key Responsibilities:

Act as the primary point of contact for clients regarding account information, trading activities, and investment-related queries. Build and maintain long-term relationships with clients to ensure satisfaction and loyalty. Coordinate with internal teams -- including research, operations, and dealing desks -- for effective query resolution. Proactively address client concerns and follow up to ensure timely closure. Maintain accurate and updated client information in CRM systems for efficient service tracking and compliance. Assist clients with onboarding, KYC processes, and trading platform guidance. Stay updated on financial products, market trends, and company offerings to better assist clients.

Qualifications & Skills:

Bachelor's degree in Commerce, Finance, Economics, or a related field (MBA/PGDM preferred). 1-3 years of experience in

customer relationship management

, preferably in the

stock broking or financial services

industry. Good understanding of

capital markets, demat/trading accounts, and investment products

. Good communication and interpersonal skills. Proficiency in MS Office and CRM software; knowledge of trading platforms (e.g., ODIN, NEST) is an advantage. Customer-centric mindset with a proactive and professional approach.

About

Sykes & Ray Equities (SRE)

is one of India's foremost retail stock broking service entities, operating on the country's two leading stock exchanges. With a strong footprint in over

140 locations across India

through a vast network of business associates and branches, SRE has built a legacy of trust, transparency, and customer-centricity.

Over the years,

SRE

has consistently strived to grow and evolve while maintaining the highest standards of service excellence -- a quality clients have come to expect from the SRE brand.

Job Type: Full-time

Pay: From ?16,000.00 per month

Work Location: In person