Job Title: Customer Onboarding Executive Location: Chennai Department: Customer Onboarding No of Vacancies : 3 Employment Type: Full-time Job Summary: We , Navia Markets Limited , are looking for a dynamic and customer-focused Customer Onboarding Executive to join our team. The ideal candidate will be responsible for converting leads into active customers, onboarding them onto our trading platform, and providing continuous support across various communication channels. Key Responsibilities: Convert leads into active and engaged customers. Onboard clients onto our trading platform and ensure they are well-acquainted with its features and usage. Provide proactive support through WhatsApp, phone calls, emails, and other channels. Maintain a professional and long-term relationship with customers to ensure satisfaction and retention. Achieve monthly conversion and support targets consistently. Coordinate with internal teams to resolve customer queries effectively. Qualifications: Bachelor s degree in B.Com, BBA, or related field. Strong Interest in sales and customer relationship management. Excellent communication and interpersonal skills. Strong problem-solving abilities and attention to detail. Benefits: Attractive performance-based incentives. Provident Fund (PF) and Gratuity. Supportive and growth-focused work environment.

Job Summary: We are looking for a dedicated and customer-focused Technical Customer support - Senior Executive to provide prompt technical assistance to our employees and clients. The ideal candidate will troubleshoot and resolve basic software, and network-related issues, ensuring minimal disruption in daily operations, especially those critical to stock market trading and financial tools. --- Key Responsibilities: * Provide first-level technical support via phone, email and Chats. * Troubleshoot and resolve issues related to trading software platforms. * Log and track support issues using a ticketing system and ensure timely resolution. * Coordinate with project teams for unresolved technical problems. --- Key Skills & Qualifications: * Bachelor s degree or diploma in Computer Science, Information Technology, or a related field. * 0-3 years of experience in a tech customer support or helpdesk role. * Basic knowledge of MS Office Suite, and network troubleshooting. * Familiarity with stock trading platforms or financial tools is a plus. * Strong communication and problem-solving skills. * Ability to multitask and work in a fast-paced environment. --- Preferred Qualities: * Eagerness to learn and adapt to new trading technologies. * A calm and helpful approach in high-pressure situations. * Prior experience in BFSI or stock market domain is an added advantage.

Role Overview As a Senior Executive - Premium Customer Experience , you will be at the forefront of client engagement and revenue generation. Your primary objective is to drive revenue growth by building and deepening strong relationships with premium clients. This includes daily interaction, providing strategic market insights, timely execution of orders, and delivering an exceptional customer experience. Key Responsibilities 1. Client Engagement & Revenue Generation Maintain daily interactions with assigned (mapped) clients to nurture long-term relationships. Share insightful research reports from reputed research houses to support client decision-making. Ensure timely and accurate order placement, backed by pre-order confirmations. Proactively identify and onboard new Relationship clients to grow the client base and meet revenue targets. 2. Customer Service Excellence Respond promptly to client queries and communications, ensuring adherence to defined Service Level Agreements (SLAs). Deliver high-touch service to achieve top-tier client satisfaction and relationship scores. Troubleshoot and resolve client issues swiftly, acting as a trusted advisor and first point of contact. Qualifications & Skills Education: Bachelors degree in Finance, Business Administration, or related field. Experience: Proven experience in client relationship management, preferably within the financial services industry. Financial Acumen: Strong understanding of financial products, markets, and investment strategies. Communication: Excellent verbal and written communication skills; ability to convey complex information clearly. Client-centric Mindset: Passion for delivering high-quality service and building meaningful client relationships. Tech-savvy: Comfortable using dealing terminals and order placement systems. Adaptability: Ability to thrive in a fast-paced, target-driven environment. Problem-Solving: Strong decision-making skills with a proactive and solution-oriented approach. Why Join Us? Work with a high-performing, client-focused team. Exposure to premium clientele and diverse financial markets. Continuous learning and professional development opportunities. A dynamic work culture that values innovation, ownership, and results.

Position: Accounting Executive We are looking for a skilled and detail-oriented Accounting Executive to support our day-to-day accounting operations. The ideal candidate will have a strong foundation in bookkeeping, financial record-keeping, and transactional accounting with a proactive approach to problem-solving and a high level of accuracy. Key Responsibilities: Maintain and update accounting records and documentation Prepare and process bank deposits, general ledger entries, and financial statements Perform reconciliations of accounts in a timely and accurate manner Enter financial data into accounting systems/databases on a daily basis Assist with accounts payable and receivable functions Support payroll, utilities, and petty cash accounting Assist with preparation of monthly/year-end closings and reports Track and resolve accounting discrepancies and documentation issues Maintain control accounts and prepare supporting schedules Ensure compliance with internal standards, procedures, and regulatory laws (e.g., TDS, GST) Support audits and help prepare necessary financial documentation Assist in maintaining fixed asset records and reconciliations Respond to internal and external requests from vendors, clients, or colleagues Perform general administrative tasks: answering phones, responding to emails, filing, and mail processing Ensure the accounting function runs smoothly and efficiently on a daily basis Required Skills & Experience: Proven work experience in accounting or finance, preferably in accounts payable/receivable Solid understanding of bookkeeping and accounting principles Proficiency in MS Office, databases, and accounting software (e.g., Tally, QuickBooks, ERP systems) Strong data entry skills with a high level of accuracy and attention to detail Excellent verbal and written communication skills Ability to handle sensitive financial information with integrity and confidentiality Good organizational and time management abilities Willingness to comply with all applicable financial regulations (company, local, state, federal) A professional and courteous approach with strong customer service skills Educational Requirements: Bachelor s degree in Accounting, Finance, or a related field Master s degree or CA-Inter (preferred but not mandatory)\

Role Overview As a Senior Executive - Premium Customer Experience, you will be at the forefront of client engagement and revenue generation. Your primary objective is to drive revenue growth by building and deepening strong relationships with premium clients. This includes daily interaction, providing strategic market insights, timely execution of orders, and delivering an exceptional customer experience. Key Responsibilities 1. Client Engagement & Revenue Generation Maintain daily interactions with assigned (mapped) clients to nurture long-term relationships. Share insightful research reports from reputed research houses to support client decision-making. Ensure timely and accurate order placement, backed by pre-order confirmations. Proactively identify and onboard new Relationship clients to grow the client base and meet revenue targets. 2. Customer Service Excellence Respond promptly to client queries and communications, ensuring adherence to defined Service Level Agreements (SLAs). Deliver high-touch service to achieve top-tier client satisfaction and relationship scores. Troubleshoot and resolve client issues swiftly, acting as a trusted advisor and first point of contact. Qualifications & Skills Education: Bachelors degree in Finance, Business Administration, or related field. Experience: Proven experience in client relationship management, preferably within the financial services industry. Financial Acumen: Strong understanding of financial products, markets, and investment strategies. Communication: Excellent verbal and written communication skills; ability to convey complex information clearly. Client-centric Mindset: Passion for delivering high-quality service and building meaningful client relationships. Tech-savvy: Comfortable using dealing terminals and order placement systems. Adaptability: Ability to thrive in a fast-paced, target-driven environment. Problem-Solving: Strong decision-making skills with a proactive and solution-oriented approach. Why Join Us? Work with a high-performing, client-focused team. Exposure to premium clientele and diverse financial markets. Continuous learning and professional development opportunities. A dynamic work culture that values innovation, ownership, and results.

We are looking for a motivated and detail-oriented Executive to join our DP (Depository Participant) Operations team. The ideal candidate will be responsible for handling client modifications and ensuring compliance with KYC requirements. Key Responsibilities: Processing and verification of KYCs for Account opening and modifications Process new client account opening requests Process client requests for modifications to their accounts, including changes in personal information, bank details, and nomination updates. Verify and validate the accuracy of client-provided information and documentation. Processing of KYC submitted for Reactivation of Suspended accounts Maintain a record of all client modifications and ensure data integrity. KYC Compliance: Ensure compliance with SEBI and regulatory guidelines related to KYC norms for stock broking KRA and CKYC records to be updated Exchange UCC records to be updated Ensure proper filing and documentation of KYC records for audit and regulatory purposes. Communicate effectively with clients to obtain necessary documents and information for KYC and modification processes. Address client queries and concerns related to DP operations and KYC. Compliance and Reporting: Stay updated with the latest regulatory changes and amendments to KYC norms. Prepare and submit reports on KYC modifications and compliance to regulatory authorities as required. Team Collaboration: Collaborate with other departments, including compliance, customer service, and operations, to ensure seamless DP operations and KYC compliance. Provide support during internal and external audits. Qualifications and Skills: Bachelors degree in Commerce, Finance, or a related field. Knowledge of SEBI regulations and DP operations in the Indian stock market. Familiarity with KYC norms and requirements. Strong attention to detail and accuracy in record-keeping. Good communication with interpersonal skills. Ability to work efficiently in a dynamic and deadline-driven environment. Previous experience in DP operations and KYC modifications in the stock broking industry is advantageous. SORM & DP NISM certification is added advantage.

Job Summary: We are seeking a highly motivated and detail-oriented Executive for our Finance Department at a Stock Broking Company in India. The ideal candidate will be responsible for various accounting tasks, including managing client receipts and payments, conducting Bank Reconciliation Statements (BRS), and overseeing the allocation of client and proprietary funds within the stock exchange and PCM Key Responsibilities : Client Receipts and Payments: Manage and record all client transactions, including deposits, withdrawals, and trading settlements. Ensure accurate and timely processing of client payments and receipts. Verify transaction details for accuracy and compliance with regulatory requirements. Bank Reconciliation Statements (BRS): Prepare regular Bank Reconciliation Statements to reconcile discrepancies between company records and bank statements. Investigate and resolve any discrepancies or variances in a timely manner. Keep accurate records of all reconciliations for audit and compliance purposes. Exchange Allocation of Client and Proprietary Funds: Coordinate with stock exchange authorities to allocate client and proprietary funds as per regulatory guidelines. Monitor fund allocations to ensure compliance with exchange regulations and client preferences. Prepare and maintain records of fund allocations and related documentation. Compliance and Documentation: Stay updated with SEBI and other relevant regulatory guidelines related to stock broking and financial operations. Maintain accurate records and documentation to ensure compliance with regulatory requirements. Team Collaboration: Collaborate with cross-functional teams, including trading, compliance, and operations, to ensure seamless financial operations. Provide support during audits and regulatory inspections. Qualifications and Skills: Bachelors degree in finance, Accounting, or a related field. Strong understanding of accounting principles and practices. Proficiency in MS Excel. Excellent attention to detail and analytical skills. Strong communication and interpersonal abilities. Ability to work in a fast-paced and dynamic environment.

Job Title: Sales Executive Company Overview Navia Markets Limited is a leading financial services provider based in Chennai, offering a comprehensive suite of investment solutions including equity broking, mutual funds, and more. With a strong digital footprint and a client-first approach, Navia is committed to leveraging innovative marketing strategies to grow its customer base and enhance user experience. Job Summary We are seeking a dynamic and driven Sales Executive to join our performance marketing team , focusing on Click to WhatsApp Ads Campaigns . This role involves converting inbound leads into active clients by engaging them over WhatsApp and phone, assisting them with information about our financial services, and guiding them through the onboarding journey. Key Responsibilities Respond promptly to inbound leads generated via Click to WhatsApp Facebook Ads. Communicate with clients through WhatsApp and phone calls to guide them to open a demat account with Navia. Understand customer needs and assist them through the onboarding process. Maintain accurate records of interactions, leads, and follow-ups in the CRM system. Consistently meet or exceed monthly sales targets and KPIs. Deliver exceptional customer service throughout the sales funnel. Share feedback with the marketing team to enhance lead quality and campaign performance. Stay updated on industry trends, financial products, and competitors. Required Skills & Qualifications Bachelor s degree in Business, Marketing, Finance, or a related field. Minimum 2 years of experience in telesales/chat-based sales, ideally in finance, fintech, insurance, or loan sectors. Fluency in English, Tamil, and Hindi both spoken and written. Strong persuasion, negotiation, and sales-closing skills. Proficient with WhatsApp Business, CRM platforms, and digital communication tools. Self-motivated with the ability to prioritize tasks and meet deadlines in a fast-paced environment. Excellent interpersonal and customer engagement skills. Preferred Qualifications Experience handling leads from digital marketing platforms (e.g., Meta, Google). Background in selling financial products such as personal loans, credit cards, or insurance. Familiarity with performance marketing campaigns and lead qualification processes. Compensation Competitive base salary with attractive performance-based incentives .