Branch Executive

As a Branch Executive at Asvision Fintech Solution, you will be responsible for managing branch-level operations, acquiring clients, supporting business development activities, and ensuring excellent customer service. This role is ideal for individuals who are target-oriented, client-focused, and eager to grow in the fintech and stock market industry.

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Key Responsibilities

Business Development & Sales

Acquire new clients for trading, investment, and fintech services

Promote company products such as Demat & Trading Accounts, advisory services, and other financial products

Achieve monthly and quarterly business targets

Generate leads through fieldwork, references, and local marketing activities

Client Relationship Management

Assist clients with account opening, KYC, and onboarding process

Maintain strong relationships with existing clients

Resolve client queries related to trading platforms, services, and basic market guidance

Ensure high customer satisfaction and retention

Branch Operations

Handle day-to-day branch activities and documentation

Coordinate with Head Office for reports, compliance, and updates

Maintain records of clients, leads, and revenue

Ensure adherence to company policies and regulatory guidelines

Team & Market Coordination

Support sub-brokers, business associates, or relationship managers (if assigned)

Participate in local promotional events, seminars, or campaigns

Share market insights and business feedback with management

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Eligibility & Requirements

Graduate or equivalent (Finance/Commerce preferred)

Basic knowledge of stock market, trading, and financial products

Good communication and interpersonal skills

Sales-driven mindset with willingness to work in the field

Ability to handle targets and pressure

Freshers can apply (training will be provided)

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Skills Required

Client handling & communication

Sales & negotiation skills

Basic computer and mobile app usage

Reporting & follow-up skills

Professional attitude and discipline

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Salary & Benefits

Fixed Salary + Attractive Incentives

Performance-based growth opportunities

Training & career development

in fintech and capital markets

Opportunity to grow into Branch Manager / Business Head role