
Relationship Executive
1 week ago
**Key Responsibilities**:
- Acquire new clients and generate revenue through equity and derivative products.
- Maintain and nurture relationships with existing clients and ensure regular engagement.
- Assist clients with trading, investing, and portfolio structuring based on risk appetite.
- Educate clients on investment opportunities, market trends, and financial products.
- Ensure compliance with SEBI & internal guidelines while handling client transactions.
- Follow up on leads generated through marketing campaigns and convert them into customers.
- Coordinate with the back office and compliance team for timely documentation and support.
**Key Requirements**:
- Minimum 1-2 years of relevant experience in sales, trading, or relationship management.
- Must hold a valid **NISM Series VIII - Equity Derivatives Certification**.
- Strong communication and client handling skills.
- Basic understanding of financial markets, equities, and derivatives.
- Proven ability to meet targets and work in a result-driven environment.
- Ability to work independently and as part of a team.
**Job Type**: Permanent
Pay: ₹18,000.00 - ₹30,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Health insurance
- Life insurance
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Performance bonus
**Education**:
- Bachelor's (required)
**Experience**:
- Customer relationship management: 1 year (required)
License/Certification:
- NISM Series VIII - Equity Derivatives (preferred)
Work Location: In person
**Speak with the employer**
+91 9512622444
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