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Relationship Executive

capitalvia · 30+ days ago
Negotiable
Full-time
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Job Role or Responsibilities:
 Direct sales of demat accounts and margin collection for equity, commodity and currency
 Revenue generation through brokerage
 Handling the team and motivating them to achieve their targets (for experienced candidates)
 To research, investigate and update clients on available investment opportunities/financial market 
trend to determine whether they fit into clients’ portfolios
 Resolving complaints and issues efficiently and in a timely manner of customers
 Handle and manage HNI clients
 Cross-Sales (Training products)


Required Qualifications:
 Any Graduation/ Postgraduate
 Any prior experience in a similar field (Broking, Investment Advisory) is an added advantage
 Only work from office


Required skill set:
 In depth knowledge about the stock market industry 
 Should be target oriented
 Good marketing skills 
 Should have the zeal to learn new things/ skills 
 Good communication skills
 Adaptable to dynamic situations

Last updated on Apr 5, 2024

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