Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
10/04 Meenakshi
Director at Recruiting India

Views:11 Applications:4 Rec. Actions:Recruiter Actions:0

Team Leader - Customer Service - Broking & Trading (0-3 yrs)

Navi Mumbai Job Code: 320861

- Job Title: Customer Service Team Leader (Broking and Trading)-

- Overview:-

We are seeking a dynamic and experienced individual to join our team as a Customer Service Team Leader with a background in broking and trading. The successful candidate will be responsible for leading a team of customer service representatives, ensuring exceptional service delivery to our clients within the financial services industry. This role requires strong leadership skills, a deep understanding of broking and trading processes, and a commitment to delivering excellent customer experiences.

- Key Responsibilities :

1. - Team Leadership :

- Lead, motivate, and mentor a team of customer service representatives to achieve individual and team targets.

- Provide ongoing coaching, feedback, and performance evaluations to ensure continuous improvement and development within the team.

- Foster a positive and collaborative team culture focused on delivering high-quality service to our clients.

2. - Customer Service Excellence :

- Oversee all customer service operations and ensure prompt and accurate resolution of client inquiries, issues, and complaints.

- Maintain a thorough understanding of broking and trading processes, products, and services to effectively address client needs and inquiries.

- Implement strategies to enhance customer satisfaction, retention, and loyalty.

3. - Process Improvement :

- Identify areas for process improvement within the customer service function and implement solutions to optimize efficiency and effectiveness.

- Collaborate with relevant stakeholders to streamline processes, enhance service delivery, and ensure compliance with industry regulations.

4. - Communication and Collaboration :

- Serve as the primary point of contact for escalated client issues and inquiries, demonstrating professionalism and empathy in all interactions.

- Liaise with internal teams such as trading, operations, and compliance to resolve complex client issues and ensure seamless service delivery.

- Communicate effectively with management, providing regular updates on team performance, key metrics, and customer feedback.

- Qualifications and Skills :

- Bachelor's degree in finance, business administration, or a related field.

- Minimum of 3-5 years of experience in a customer service role within the broking and trading industry, with at least 1-2 years in a leadership or supervisory position.

- Deep knowledge of financial markets, trading platforms, and brokerage operations.

- Strong leadership skills with the ability to inspire and motivate a team to achieve goals.

- Excellent communication and interpersonal skills, with the ability to effectively interact with clients and internal stakeholders.

- Analytical mindset with the ability to identify trends, analyze data, and make data-driven decisions.

- Proven ability to manage multiple priorities in a fast-paced environment while maintaining attention to detail.

- Proficiency in relevant software applications and CRM systems.

- Relevant certifications (e.g., Series 7, Series 63) preferred but not required.

- Additional Information:-

- This is a full-time position based in [Location].

- Competitive salary and benefits package offered.

- Opportunity for career growth and advancement within the organization.

If you possess the required skills and experience and are passionate about delivering exceptional customer service in the broking and trading industry, we encourage you to apply for this exciting opportunity. Join us in shaping the future of our customer service operations and making a positive impact on our clients' financial success.

Add a note
Something suspicious? Report this job posting.