Note: This is a Surat-First role. We are specifically targeting high-potential candidates from Surat — including CFA / CS aspirants, commerce graduates, and junior professionals from regional brokers. Compensation is honest and will grow fast with performance.
Who We Are Looking For
Ideal Surat Candidate Profile
- B.Com or BBA graduates from Surat colleges — VNSGU, GLS, Silver Oak, LJ College — looking for their first or second real role
- Candidates with 1–2 years of operations experience at a bank, insurance firm, wealth management desk, or any brokerage
- People who are naturally calm, process-oriented, and take genuine pride in getting things right every time
- Strong English, Gujarati and Hindi communicators with good English writing ability — this matters a lot in this role
- Anyone who has handled customer queries, ticketing, KYC, or account management in any professional context
About The Role
Clients experience Stellaredge through this role. Every onboarding, every query, every fund request, every escalation — handled here. This is not a call centre role. It is an operational role with a client-facing dimension. You will handle the full lifecycle of a client's journey, coordinate with compliance and finance teams to resolve issues end-to-end, and ensure that operational processes are followed with precision and care.
Key Responsibilities
- Handle client queries across email, phone, and ticketing systems with accuracy and professionalism
- Process account openings, KYC completions, and onboarding workflows
- Manage operational client requests — fund transfers, segment activations, account modifications
- Maintain accurate operational records and documentation at all times
- Coordinate with DP, compliance, and finance teams to resolve client issues end-to-end
- Manage and close tickets within defined SLA timelines
- Identify recurring client pain points and escalate process improvement suggestions to the team
What We Are Looking For
- Strong written and verbal communication in English, Hindi, and Gujarati
- Operational accuracy — you double-check before submitting, and you keep organised records
- Calm temperament under pressure — client service involves difficult interactions; you do not unravel
- Basic computer proficiency: email, spreadsheets, ticketing tools
- 0–2 years of relevant experience; strong fresh graduates from Surat colleges are equally welcome
Nice to Have
- Prior experience in brokerage operations, banking, or wealth management client service
- Familiarity with KYC / onboarding regulatory requirements (SEBI, KRA, CKYC)
- Experience with CRM or ticketing tools — Freshdesk, Zoho Desk, or similar
- NISM certification (any series) — shows self-initiated financial literacy
Why Join Stellaredge From Surat
This role is designed for talented Surat graduates who want to build a real career in financial services — not just their first job. You will learn how a brokerage actually runs, develop operational and client management skills that transfer across the industry, and grow into specialised roles as Stellaredge scales. Commerce graduates from Surat are our primary target — and we take that seriously.
Green Flags (We Prioritise)
- Communicates clearly and calmly — in writing and in conversation
- Has handled any kind of customer-facing role — even briefly
- Process-oriented: doesn't skip steps even when under pressure
- Shows genuine care about doing the job right, not just closing tasks quickly
Red Flags (We Avoid)
- Dismissive or impatient when discussing difficult client scenarios
- No system for managing multiple simultaneous tasks — just reacts
- Cannot give any example of maintaining records, documentation, or checklists
- Looking for a passive role — no interest in understanding the full operational picture
Interview Process
We keep our process short, honest, and focused on real ability — not performance in trick questions.
- Round 1 — Async written screening: short answers + a sample client query to respond to
- Round 2 — 30-min HR interview: communication quality, culture fit, operational scenarios
- Round 3 — Roleplay: handle a live sample client query in real time (in person or video)
- Round 4 — 20-min final conversation with Operations Head