Customer Relationship Officer

2 weeks ago

Lucknow Uttar Pradesh, India Prime Trade Solutions Private Limited Full time

Bajaj Broking is a SEBI-registered stockbroking firm offering trading, demat, and investment services. **Prime Trade Solutions Pvt. Ltd. is an Authorized Person (AP) of Bajaj Broking, meaning it is officially appointed to represent Bajaj Broking locally.**The AP handles client onboarding, trading support, customer service, and business development while following all compliance and regulations set by Bajaj Broking and SEBI.

**1. Client Acquisition & Onboarding**
- Identify, approach, and acquire potential clients interested in trading and investment products.
- Assist new clients with account opening processes such as **Demat & Trading account setup**.
- Ensure smooth onboarding by explaining firm’s services, platforms, and policies.

**2. Client Relationship Management**
- Build and maintain **long-term relationships** with existing clients.
- Act as the **single point of contact** for clients to address all queries and concerns.

**3. Trade Facilitation & Advisory**
- Guide clients on **how to use trading platforms** (mobile app/web portal).
- Provide basic information on market trends, stock quotes, and investment options.
- Support clients in executing buy/sell orders as per their requirements.

**4. Cross-Selling & Revenue Generation**
- Promote **investment products** like mutual funds, IPOs, bonds, insurance, etc.
- Achieve monthly/quarterly targets for **broking turnover** and **revenue growth**.
- Identify opportunities for **upselling and cross-selling** to increase business volume.

**5. Customer Support & Issue Resolution**
- Assist clients with account-related issues like **KYC updates, margin requirements, fund transfers**, etc.
- Resolve trade execution problems or platform-related concerns quickly.
- Ensure **high customer satisfaction** by delivering prompt support.

**6. Compliance & Risk Management**
- Ensure all client transactions comply with **SEBI and Exchange regulations**.
- Maintain records of **client interactions, KYC documents, and trade confirmations**.
- Identify and flag any unusual trading patterns or risks.

**7. Reporting & Feedback**
- Prepare and submit **daily/weekly reports** on client interactions and trading volumes.
- Share market insights and client feedback with the management team.
- Suggest strategies to **improve client experience** and **enhance trading activity**.

Pay: ₹12,000.00 - ₹35,000.00 per month

**Benefits**:

- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund

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