Relationship Executive

Job Title

Relationship Executive – Stock Market Advisory

Location

Indore, Madhya Pradesh (on-site)

Department

Client Relations / Sales

Reports to

Relationship Manager / Branch Head

Experience

0–3 years (freshers with strong communication considered)

CTC

₹1.8–3.6 LPA fixed + monthly incentives (typical Indore range for this role; adjust to your band)

Working Days

Monday–Saturday, 9:00 AM – 6:30 PM (market hours 9:15 AM – 3:30 PM)

Role Summary

Own the client relationship after onboarding — activation, servicing, retention and renewals — for clients subscribed to the firm's research and advisory services. Client-facing and target-linked, focused on relationship depth, not on giving market calls.

Key Responsibilities

Call and engage leads from marketing, referrals and walk-ins; explain service plans and pricing

Complete onboarding

KYC, risk profiling, agreement execution and fee collection as per SEBI norms

Act as single point of contact for assigned clients — queries on subscriptions, billing, platform access and service delivery

Ensure research recommendations reach clients on time through approved channels (app, SMS, WhatsApp broadcast, email)

Drive renewals, upgrades and cross-sell; meet monthly revenue and retention targets

Maintain accurate CRM records

call logs, interactions, complaints and resolution status

Escalate grievances per the firm's redressal policy and SCORES timelines

Support local activity — walk-in clients at the Indore office, investor awareness sessions and referral drives in the MP region

Compliance Boundaries

This role does not provide investment advice, stock recommendations, target prices or assured-return statements. All advice originates from the SEBI-registered Research Analyst / Investment Adviser and their approved personnel

Communication stays within approved scripts and disclaimers — no guaranteed return claims, no unapproved tips

All calls may be recorded and are subject to audit

Qualifications

Graduate in any discipline; B.Com / BBA / MBA (Finance) preferred

NISM Series VIII or Series XV certification preferred, or willingness to clear within 3–6 months

Basic understanding of equity, F&O, commodity and mutual fund products

Skills

Fluent Hindi and working English; Marathi or Gujarati an advantage given the local client mix

Persuasion and objection handling on calls

CRM and MS Excel familiarity

Discipline with follow-ups and high integrity in client dealings

Candidates residing in Indore or willing to relocate at own cost preferred

KRAs

Monthly revenue / renewal target achievement

Client retention and active-client ratio

Call volume and connect quality

Zero compliance violations; complaint closure within TAT

Pay

₹15,000.00 - ₹35,000.00 per month

Work Location

In person