Relationship Executive

2 weeks ago


Nagpur, India Badjate Stock & Shares Pvt. Ltd Full time

**Qualifications & Skills**:

- Graduate/Post - Graduate ( Commerce )
- Minimum experience of one year in Finance Securities company.
- Basic understanding of MS-Word, MS-Excel
- Strong understanding of financial products: Mutual funds, Portfolio Management Services Financial instruments.

**Roles & Responsibilities**:

- Monitoring of Inactive Client Accounts and Inactive Franchises to reactivate
- Preparing MIS report on daily basis (brokerage and a/c opening).
- Handling the queries of walk-In clients
- Follow up of mails to HO & RO and revert on time
- Follow up of Leads and Client acquisition activation
- Cross selling of other products & services & building depth within the existing relationships.

**Salary**: ₹15,000.00 - ₹20,000.00 per month

Schedule:

- Day shift



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