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. Required Skills • Basic to good understanding of the Stock Market & Broking Industry. • Strong sales and business development orientation. • Good communication and convincing skills. • Result-oriented approach. • Self-motivated with a strong desire to learn and grow. • Ability to work independently and as part of a team. • Professional attitude with strong follow-up and execution skills.
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