Customer Relationship Officer

2 days ago

Lucknow, Uttar Pradesh, India prime trade solutions private limited Full time ₹ 1,44,000 - ₹ 3,60,000 per year

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.
  • Maintain regular communication with clients through calls, emails, and meetings.

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.

Job Type: Full-time

Pay: ₹12, ₹35,000.00 per month

Benefits:

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

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