Relationship Executive / Relationship Manager

Company Overview:

Capital Via is a pure play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 15 years of legacy and values shape our future, helping to strengthen our business and bring value to our clients.

Capitalvia Fintech Private Limited (CFPL) is a registered startup operating as a Private Limited Indian Non-Government Company. The Company is engaged in the Financial Services Industry.

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

Job Location: Indore