Relationship Executive/Relationship Manager

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


• Age not more than 35 Years


• Experience in Stock Broking industry is Must


• Work from Office


• 2.5 LPA to 5 LPA

Walk In Interview Details:

• Monday to Friday - 9 AM to 5 PM


• Venue - 9th Floor, NRK Business Park, Vijay Nagar, Indore