Relationship Executive

15 hours ago

Indore, Madhya Pradesh, India CapitalVia Full time ₹ 2,50,000 - ₹ 5,00,000 per year

NOTE: Read carefully before applying

Roles and Responsibilities

  • New client acquisition for Trading and Demat account.
  • Revenue generation through brokerage.
  • Cross selling of investment products like Mutual funds, SIPs, Loans, Health Insurance, Life insurance, PMS, and Advance brokerage product (as per clients needs)
  • Monitor and review team members' performance and help the team to achieve maximum business
  • Maintaining client relationship
  • Remain update about the latest investment products and market trend
  • To guide the client about the suitable investment / trading products as per clients profile
  • To ensure the achievement of Acquisition Targets of HNI clients, Retail clients

Desired Candidate Profile

  • Should have depth knowledge of all financial products
  • Should be target oriented
  • Should have good communication, presentation and interpersonal skills
  • Should have good telemarketing skills
  • Should be self-initiative
  • Remain updated about the present market scenario and financial market products and trends
  • Should have the zeal to help clients in achieving their financial goals

Qualifcation, Experience, CTC:-

  • Any Graduate/Any Post Graduate
  • Must have Experience in Stock Broking industry
  • Work from Office-Indore
  • 2.5LPA to 5LPA

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