Shubham Kumar

Customer Success Manager

Dwarka, Delhi, India4 yrs 6 mos experience

Highly Stable

Key Highlights

4+ years in financial services with a focus on customer experience.
Consistently maintained 95%+ CSAT through effective communication.
NISM Series VIII certified in Equity Derivatives.

Stackforce AI infers this person is a Customer Experience Specialist in the Fintech industry.

Contact

Skills

Core Skills

Customer Experience ManagementTrading Support

Other Skills

Client Escalation HandlingEquity & Derivatives MarketsSEBI ComplianceSalesforce CRMMicrosoft WordConflict ResolutionClient CommunicationAngel One Trading PlatformEquity TradingDerivatives TradingMicrosoft ExcelMicrosoft OfficeEnglishCustomer Relationship Management (CRM)KYC Verification

About

Customer-focused and performance-driven professional with 4+ years of experience in the financial services industry, currently working with Angel One Ltd. I specialize in delivering high-quality customer experience across trading platforms, KYC processes, account servicing, and escalation management while ensuring strict compliance with SEBI regulations. I have hands-on expertise in equity and derivatives markets and actively assist clients with trade-related queries and platform navigation. 🔹 Strong background in handling high-volume client interactions via calls, emails, and chat 🔹 Proven ability to resolve escalations efficiently with empathy and accuracy 🔹 Consistently maintained 95%+ CSAT through effective communication and problem-solving 🔹 NISM Series VIII (Equity Derivatives) Certified I enjoy working at the intersection of customer experience, trading operations, and compliance, and I am eager to grow into roles involving trading support, operations, or client success within the financial markets domain.

Experience

4 yrs 6 mos

Total Experience

4 yrs 6 mos

Average Tenure

4 yrs 6 mos

Current Experience

Angel one

Senior Customer Service Associate

Nov 2021 – Present · 4 yrs 6 mos · On-site

Provide real-time customer support via calls, emails, and chat for trading platform issues, account-related queries, KYC verification, and product understanding
Assist clients with equity and derivatives transactions while ensuring adherence to SEBI and internal compliance guidelines
Handle and resolve customer escalations efficiently, contributing to improved client satisfaction and retention
Collaborate with technical, compliance, and operations teams for faster issue resolution
Maintain detailed interaction records and follow-ups using Salesforce CRM
Key Achievements :-
Maintained 95%+ CSAT consistently for over 12 months
Recognized as a top performer for support efficiency and compliance adherence