Relationship Executive

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

• 2.5LPA to 5LPA