Executive - Bhavnagar

• 9 hours ago
  

Key Responsibilities

• Client Relationship Management:
• Build and maintain long-term client relationships.
• Ensure high levels of client satisfaction and retention.
• Financial Advisory:
• Understand clients' financial needs, risk tolerance, and investment goals.
• Recommend suitable stock market products and services.
• Customer Support:
• Address client queries and resolve issues via phone, email, or chat.
• Account Management:
• Assist clients in opening Demat and trading accounts.
• Ensure a smooth onboarding process.
• Market Updates and Insights:
• Provide regular updates on stock market trends and investment opportunities.
• Share portfolio performance reports.
• Cross-Selling:
• Identify and recommend additional products and services to enhance portfolios.
• Collaboration:
• Work with the research and advisory team for personalized investment solutions.
• Target Achievement:
• Meet monthly and quarterly sales targets by converting leads into active clients.
• Compliance:
• Ensure adherence to regulatory guidelines.
• Maintain accurate records of client interactions.
  

Qualifications And Skills

• Education:
• Bachelor’s degree in Finance, Commerce, or related field.
• Experience:
• Fresher or Minimum 1 year in financial services, stock markets, or relationship management.
• Technical Knowledge:
• Understanding of stock market products, trading platforms, and investment strategies.
• Soft Skills:
• Strong communication and interpersonal skills for effective client engagement.
• Tools Proficiency:
• Proficiency in CRM tools and virtual communication platforms.