Relationship Executive

2 weeks ago

Nagpur, India Badjate Stock & Shares Pvt. Ltd Full time

**Roles & Responsibilities**:

- Prepare the complete documentation procedure for new registration of Client A/c (KYC)
- Handling the queries and the entire operational part of Existing Branches / Franchises and develop their Business.
- Monitoring of Inactive Client Accounts and Inactive Franchises to reactivate
- Preparing MIS report on daily basis (brokerage and a/c opening).
- Co-ordination with buyers & sellers for margins and payment collections.
- Other Responsibilities Managing
- Handling the queries of walk-In clients Managing
- Keeping up to date records of Stamp Papers Timely Payin & Payout
- Follow up of mails to Risk Department (Debit List)
- Follow up of mails to HO & RO and revert on time
- Maintaining all types of Files & Registers (Payout Register, Inward register, etc)
- Stocking all types of inventories Filling & entering the client’s form in the Back office system
- Cash Management (Cash General, Petty Cash etc)
- Ensuring the timely payments of the bills keeping records of all payments made & Reconciliation of accounts
- Follow up of Leads and Client acquisition activation
- Cross selling of other products & services & building depth within the existing relationships
- Taking necessary industry certifications & getting them validated on expiry
- Attending training & implementing it in a best possible manner

Note: Pl note this job has targets of sales along with back office activities

**Qualifications & Skills**:

- Minimum experience of one year in Finance Securities company.
- Good communication and coordination skills
- Basic understanding of MS-Word, MS-Excel
- Strong understanding of financial products: Mutual funds, Portfolio Management Services Financial instruments
- Outstanding interpersonal and advisory skills
- Strong analytical ability
- A good listener and problem solving capability
- Business Ownership
- Ability to undertake challenges
- Passion for learning and growth of business

**Salary**: From ₹15,000.00 per month

Schedule:

- Day shift

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