PhonePe is hiring for a Customer Experience Specialist, Stock Broking position in Bangalore. The role is part of the Share.Market Customer Experience Operations team and focuses on handling complex customer issues, escalations, stockbroking-related queries, and coordination with internal product, technology, and compliance teams.
This opportunity is particularly relevant for graduates with strong communication skills, customer-handling ability, and an interest in financial markets and stockbroking operations.
PhonePe Customer Experience Specialist – Job Overview
| Particular | Details |
|---|---|
| Company | PhonePe |
| Job Role | Customer Experience Specialist, Stock Broking |
| Business | Share.Market |
| Location | Bangalore, India |
| Job Type | Full Time |
| Work Model | Office-based |
| Qualification | Graduation (10+2+3) |
| Experience | Not specifically mentioned |
| Mandatory Skills | English, Hindi, Customer Experience |
| Mandatory Certification | NISM Series VI and Series VII |
| Preferred Skills | Stockbroking, Financial Markets, Excel, SQL |
| Shift | Rotational shifts may apply |
| Work Schedule | 5 days with rotational week-offs |
| Career Area | Customer Experience Operations |
About the Role
The Customer Experience Specialist will handle complex and sensitive customer issues related to PhonePe’s stockbroking platform, Share.Market.
Rather than handling only routine customer queries, the role involves investigating escalated cases, coordinating with internal teams, meeting service-level requirements, and ensuring that customers receive appropriate resolutions.
The position also provides an opportunity to develop knowledge of stockbroking operations, financial markets, customer experience, and digital financial products.
Key Responsibilities
- Handle complex customer issues and high-interaction tickets.
- Resolve escalations received from Level 1 customer support teams.
- Investigate customer problems and provide appropriate resolutions.
- Coordinate with product and engineering teams when technical dependencies arise.
- Track cases to ensure they are resolved within defined SLAs.
- Take ownership of customer issues from investigation through closure.
- Identify recurring problems and recommend process improvements.
- Maintain accurate documentation of escalated cases.
- Communicate clearly with customers regarding resolutions and next steps.
- Follow established processes and compliance requirements.
Eligibility & Qualifications
Candidates applying for this position must meet the following requirements:
- Graduation through the 10+2+3 education structure is mandatory.
- Fluency in English and Hindi is essential.
- Strong written and verbal communication skills are required.
- Candidates should demonstrate good problem-solving and analytical abilities.
- Strong ownership and attention to detail are important.
- Candidates should be comfortable managing multiple customer issues in a high-pressure environment.
- NISM Series VI and NISM Series VII certifications are mandatory according to the provided job posting.
Required Skills
Communication
The role requires candidates to communicate clearly with customers and explain complex financial or market-related issues in an understandable manner.
Customer Handling
Candidates should be comfortable listening to customer concerns, investigating problems, managing escalations, and driving cases toward resolution.
Problem Solving
The position requires analytical thinking to understand customer issues and identify appropriate solutions.
Ownership
Employees are expected to take responsibility for customer cases and coordinate with relevant teams until resolution.
Hindi & English
Fluency in both languages is an essential requirement for the role.
Preferred Skills
The following skills can strengthen a candidate’s profile:
- Stockbroking operations experience
- Knowledge of financial markets
- Customer experience or senior support experience
- Basic Excel knowledge
- Basic SQL knowledge
- Understanding of financial products and trading processes
NISM Certification Requirement
The job posting specifically states that NISM Series VI and Series VII certifications are mandatory.
Candidates should therefore verify that they possess the required certifications before applying. The application form also asks candidates to confirm whether they hold each certification.
This is an important eligibility point and should not be overlooked when applying.
Who Should Apply?
This position may be suitable for candidates who:
- Have completed graduation.
- Are fluent in Hindi and English.
- Enjoy customer-facing roles.
- Have strong communication skills.
- Can handle escalated or sensitive customer issues.
- Have an interest in stockbroking and financial markets.
- Possess the required NISM certifications.
- Can work in rotational shifts.
- Are willing to work from the Bangalore office.
Candidates with stockbroking, financial services, customer support, or customer experience backgrounds may find their previous experience particularly relevant.
Work Location & Work Model
The position is based in Bangalore and requires employees to work from the Bangalore office.
The application form asks candidates whether they are comfortable with:
- Rotational shifts
- Five working days with rotational week-offs
- Working from the Bangalore office
Candidates should consider these requirements before applying.
Employee Benefits
The job posting lists several benefits for PhonePe full-time employees, including:
- Medical and other insurance coverage
- Wellness and employee assistance programs
- Parental support benefits
- Relocation and mobility support
- Retirement-related benefits
- Higher education assistance
- Other employee support programs
These benefits are specifically stated as being for full-time employees and are not applicable to intern or contract roles.
Frequently Asked Questions
1. What is the PhonePe job role?
The position is Customer Experience Specialist, Stock Broking.
2. Where is the job located?
The role is based in Bangalore, India.
3. What qualification is required?
Graduation through the 10+2+3 structure is mandatory.
4. Are NISM certifications required?
Yes. The provided job description states that NISM Series VI and Series VII certifications are mandatory.
5. Is Hindi required?
Yes. Fluency in Hindi and English is essential.
6. Is stockbroking experience mandatory?
The posting lists prior stockbroking operations experience as a preferred/bonus skill, rather than the primary mandatory experience requirement.
7. Is SQL required?
Basic knowledge of Excel and/or SQL is listed as a significant advantage, but it is not stated as a mandatory qualification.
8. Is the position office-based?
Yes. The application form specifically asks candidates whether they are willing to work from the Bangalore office.
9. Are rotational shifts involved?
The application form asks candidates about their willingness to work rotational shifts and five working days with rotational week-offs.
10. Is this a full-time position?
The posting describes PhonePe’s full-time employee benefits, and the role is presented as a regular employment opportunity rather than an internship.
Final Thoughts
The PhonePe Customer Experience Specialist, Stock Broking role is a suitable opportunity for graduates interested in customer experience, stockbroking operations, financial markets, and digital financial services.
The most important requirements to check before applying are graduation, English and Hindi fluency, NISM Series VI and VII certifications, willingness to work from Bangalore, and flexibility for rotational shifts and week-offs.
Candidates who also have knowledge of financial markets, stockbroking operations, Excel, or SQL may have an additional advantage.
Apply Link
Apply through the official PhonePe careers job application.