CRM Executive

4 hours ago

Hyderabad Telangana, India 79th East Pvt Ltd Full time

**Position**: CRM Executive
**Location**: [Your Location]
**Industry**: Stock Broking & Investments
**Experience**: 2-4 Years (in stock broking / trading / financial services CRM)

**About the Role**

We are looking for a **Client Relationship Management (CRM) Executive** with proven experience in the **stock broking and investment sector**. The role involves managing client onboarding, servicing, and retention while ensuring compliance with SEBI norms.

**Key Responsibilities**
- Manage **client onboarding**, account opening (Demat & trading), and documentation.
- Handle client queries related to **equity, derivatives, mutual funds, and investment platforms**.
- Maintain client records in CRM software and ensure **regular follow-ups**.
- Ensure **100% compliance with KYC, AML, and SEBI regulations**.
- Coordinate with sales and advisory teams to deliver an excellent client experience.
- Build and maintain **long-term client relationships**.

**Requirements**:

- **Mandatory: NISM Certification (Series VII / VIII / Equity Derivatives / Research Analyst)**.
- 2-4 years of experience as **CRM / Client Servicing Executive in stock broking, wealth management, or investment advisory**.
- Strong knowledge of **capital markets, trading platforms (NSE/BSE/MCX), and Demat accounts**.
- Familiarity with **compliance norms, and SEBI guidelines**.
- Excellent communication & interpersonal skills (ability to handle HNIs and retail clients).
- Proficiency in MS Office & CRM tools (Zoho, Salesforce, or broking CRMs).

**Why Join Us?**
- Work in a fast-growing **stock broking & investment firm**.
- Direct exposure to **capital markets & trading platforms**.
- Attractive salary + performance incentives.
- Career growth with opportunities for **advanced certifications**.

Pay: ₹22,000.00 - ₹25,000.00 per month

**Benefits**:

- Leave encashment
- Paid sick time

**Experience**:

- Stock Broking: 2 years (required)

License/Certification:

- NISM VIII certification (required)

Work Location: In person

**Speak with the employer**
+91 9063151406
Application Deadline: 16/09/2025

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