Relationship executive

Key Responsibilities

• Generate and acquire new customers for Demat Account opening.


• Handle the end-to-end account opening process, including customer coordination and documentation.


• Develop and maintain strong relationships with existing and prospective clients.


• Follow up with leads through calls, meetings, and other business development activities.


• Stay updated with stock market developments, financial products, and industry trends.


• Ensure quality customer acquisition and maintain proper compliance with company and regulatory processes.


• Generate references and leads through customer relationships and market networking.

Eligibility & Experience

• Graduate / Postgraduate from any recognized institution.


• 06 months to 3 years of experience in Stock Market, Broking, Financial Services, Investment Advisory, or a related industry is mandatory.


• Candidates with experience in Demat Account Opening, Broking Sales, Relationship Management, Investment Products, or Financial Product Sales will be preferred.


• Good communication and interpersonal skills.


• Strong customer-handling and follow-up skills.