Relationship Executive

20 hours ago

Indore, India CapitalVia FinTech Full time

**Relationship Executive/ Sales Executives**

**Job Location**:Indore

**Roles and responsibilities**:

- New client acquisition for Trading and Demat account.
- Revenue generation through brokerage.
- Cross selling of investment products, Equity and Advance brokerage product (as per client’s needs)
- Monitor and review team members' performance and help the team to achieve maximum business
- Maintaining client relationship
- Remain update about the latest investment products and market trend
- To guide the client about the suitable investment / trading products as per client’s profile
- To ensure the achievement of Acquisition Targets of HNI clients, Retail clients

**Qualifications**:

- Any Graduate/Any Post Graduate
- Age not more than 30 Years
- Work from Office

**Skills**:

- Should have depth knowledge of all financial products
- Should be target oriented
- Should have good communication, presentation and interpersonal skills
- Should have good telemarketing skills
- Should be self-initiative
- Remain updated about the present market scenario and financial market products and trends
- Should have the zeal to help clients in achieving their financial goals
- Working with a professionally managed organization, Technology & Productivity driven approach.
- Clear roadmap about organizations, function, employee’s career progression
- A well
- established branch and business model which needs to be taken to the next level

**Salary**: ₹16,000.00 - ₹25,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Quarterly bonus
- Yearly bonus

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