Client Relationship Executive

2 days ago


Indore Madhya Pradesh, India CapitalVia FinTech Full time

**Key Responsibilities**:

- Drive direct sales of demat accounts under the sub-broking partnership with Arihant Capital.
- Assist in margin collection for equity, commodity, and currency segments.
- Generate revenue through brokerage and ensure consistent account activation.
- Manage and motivate a sales team to achieve targets (applicable for experienced hires).
- Educate and advise clients on investment opportunities and market trends.
- Handle and resolve customer concerns and queries efficiently.
- Execute cross-selling of value-added products (including training products).

**Qualifications**:

- Graduate or Postgraduate in any stream.
- Prior experience in Broking, Investment Advisory, Algo or Financial Services is preferred.

**Skills Required**:

- Strong knowledge of stock market operations and products.
- Target-driven with a proactive sales mindset.
- Effective communication and interpersonal skills.
- Ability to learn quickly and adapt to market dynamics.
- Strong marketing and persuasion abilities.

**Other Details**:

- **Location**: Indore (Work from Office only)
- **Industry**: Financial Services / Stock Broking / Investment Advisory

Pay: ₹18,000.00 - ₹40,000.00 per month

**Benefits**:

- Food provided
- Health insurance
- Leave encashment
- Provident Fund



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