Financial Services Consultant

4 days ago

Surat, India Arham Share Private Limited. Full time

Job Title: B2C Relationship Manager Company: Arham Share Pvt Ltd.Locations: Delhi| Ahmedabad | Rajkot | Mumbai |Kanpur Job Type: Full-timeSalary: As per industry standards About Us:Arham Share Pvt Ltd is a one-stop solution for all financial needs, curated to meet diverse investment goals. With over 15 years of experience in the financial industry, we specialize in equity trading, commodity trading, and portfolio rebalancing.We cater to HNI, UHNI, NRI, and institutional clients, offering a professional and technology-driven platform for reliable and efficient financial services. Our vision is to combine technology with finance, ensuring our clients experience intelligent, seamless, and secure trading solutions. At Arham Share, we believe in customer-centricity, integrity, and innovation, making us one of the most trusted financial partners in the industry. Job Summary We are hiring enthusiastic and customer-focused B2C Relationship Managers to engage with retail clients, assist them with investments, and build long-term financial relationships. The role involves educating clients, promoting investment products, and ensuring excellent post-sales service. Key Responsibilities - Acquire new retail clients for equity trading and investment products. - Understand client needs and recommend suitable financial solutions (Equity, F&O, Mutual Funds, SIPs, etc.). - Guide clients through account opening, KYC, and trading activation. - Provide regular follow-up, portfolio reviews, and service support. - Achieve monthly sales and activation targets. - Maintain client records and ensure high client satisfaction. Requirements - Graduate in any stream (Finance/Commerce preferred). - Passion for stock markets and retail financial services. - Strong communication, persuasion, and relationship-building skills. - Prior experience in B2C financial sales or client servicing is a plus. - Freshers with good communication and learning attitude are welcome. Perks & Benefits - Performance-based incentives and bonuses. - Training and mentorship in financial markets. - Career growth and leadership opportunities. - Supportive, dynamic team environment. - - Why Join Arham Share? - Opportunity to work with an experienced and dynamic team. - Exposure to the latest fintech and trading technologies. - Growth-oriented work culture with continuous learning.

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