Relationship Executive

1 week ago

Gandhinagar, India JB Enterprises Full time

**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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