Meena S
Krishnagiri
Summary
Customer Support Professional with experience in capital markets, trading operations, derivatives, mutual fund transactions, and brokerage-related servicing. Skilled in handling customer queries via phone and email, resolving trading, portfolio, and ledger-related issues with accuracy and efficiency. Strong knowledge of equity markets, currency and commodity derivatives, corporate actions, and trade lifecycle operations. Experienced in explaining brokerage structures, resolving transaction discrepancies, and supporting clients in high-pressure financial environments. Focused on process compliance, issue resolution, and delivering high-quality customer service in fast-paced trading operations.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Customer Support Associate
Zebu Share and Wealth Management Pvt. Ltd.
09.2024 - Current
- Provide customer support through email and phone for trading and operational queries.
- Resolve client issues related to trading platform usage, order execution, and market operations.
- Assist customers in Equity, Currency Derivatives, and Commodity Derivatives segments.
- Handle corporate actions including bonus, split, dividend, rights issue, and mergers.
- Support clients with average price calculation, holdings, and portfolio-related clarifications.
- Explain brokerage subscription plans including monthly and yearly brokerage plans.
- Provide ledger-related clarifications and billing support to customers.
- Send reminder emails to ensure sufficient balance in trading accounts.
- Handle Authorized Person (AP) and Sub-broker brokerage sharing explanations.
- Analyze trade reports for brokerage reversal eligibility and raise internal requests.
- Process brokerage reversal requests after verification of trade data.
- Coordinate with internal teams for timely resolution of customer issues.
- Maintain accurate documentation of all customer interactions.
- Ensure compliance with exchange regulations and internal policies.
Telesales Executive
KonnectMojo Pvt. Ltd.
Chennai
06.2023 - 04.2024
- Supported customer communication and service operations via phone interactions.
- Assisted clients with inquiries and ensured proper follow-up for issue resolution.
- Monitored customer satisfaction and maintained service quality standards.
- Generated reports on customer feedback and service performance metrics.
Education
Bachelor of Business Administration -
Krishna Arts And Science College
Krishnagiri, India01-2023
Higher Secondary (12th Grade) -
Sanchi Honnamma Government Girls PU College
Karnataka, India01-2020
SSLC (10th Grade) -
Government High School
M.C. Halli, Karnataka, India01-2018
Skills
- Customer Support (Email & Phone)
- Capital Market Operations
- Equity Trading Support
- Equity, Currency & Commodity Derivatives
- Corporate Actions (Bonus, Split, Dividend, Rights Issue, Merger)
- Average Price & Holdings Queries
- Ledger & Brokerage Explanation
- Brokerage Plan (Monthly & Yearly)
- Brokerage Reversal Processing
- Trade Report Analysis
- Authorized Person (AP) & Sub-broker Support
- Revenue Sharing & Brokerage Distribution Explanation
- Mutual Fund Operations (BSE Star MF)
- Issue Resolution & Escalation Handling
- Share Transfers & Portfolio Queries
- Adaptability & Team Collaboration
Certification
- Certified Investment Banking Operations Professional(CIBOP)
- NISM Series I- Currency Derivatives Certification
- NISM Series VII – Securities Operations and Risk Management
- NISM Series VIII – Equity Derivatives
- NISM Series XVI-Commodity Derivatives Certification
- NSIM AML - Transaction Monitoring and Suspicious Transaction Reporting
Accomplishments
- Bright Beginner of the Year – KonnectMojo
- Client Care Champion of the Year – KonnectMojo
Languages
- Kannada (Native)
- Tamil (Native)
- English (Professional Working Proficiency)
Timeline
Customer Support Associate
Zebu Share and Wealth Management Pvt. Ltd.
09.2024 - Current
Telesales Executive
KonnectMojo Pvt. Ltd.
06.2023 - 04.2024
Bachelor of Business Administration -
Krishna Arts And Science College
Higher Secondary (12th Grade) -
Sanchi Honnamma Government Girls PU College
SSLC (10th Grade) -
Government High School