Customer Support Executive
The Equal Research Investment Advisor
Customer Support Executive
The Equal Research Investment Advisor
Vijay Nagar, Indore
₹12,000 - ₹16,000 monthly
Fixed
₹12000 - ₹16000
Earning Potential
₹16,000
Work from Office
Full Time
Any experience
Basic English
Job Details
Walk-in Details
Job highlights
Walk-in interview
Date: 10 Feb 2026 - 24 Feb 2026 | Time: 10.00 am - 04.00 pm...See details
13 applicants
Benefits include: PF, ESI (ESIC)
Job Description
- Client AcquisitionAcquire new clients for Equity, Derivatives, Commodity, and Investment Advisory services
- Generate leads through calls, referrals, walk-ins, digital enquiries, and networking
- Explain advisory plans, research services, and risk disclosures clearly to traders
- Convert leads into paid advisory clients while following compliance guidelines
- Client Support & Relationship ManagementProvide day-to-day support to active traders regarding advisory services
- Assist clients with onboarding, documentation, and account activation
- Resolve client queries related to calls, reports, and service usage
- Maintain long-term relationships to ensure renewals and upselling
- Coordination & ReportingCoordinate with research and operations teams for smooth service delivery
- Maintain client data, follow-ups, and MIS reports
- Track client performance feedback and service satisfaction
- Eligibility & Skills RequiredGraduate (Finance, Commerce, or related field preferred)
- Basic knowledge of Stock Market, Trading, and Investment Products
- Good communication skills in English & Hindi (local language is a plus)
- Confident, persuasive, and client-focused approach
- Freshers with market knowledge or experienced sales professionals can apply
- Preferred Skills (Added Advantage)Experience in stock advisory, broking, or financial sales
- Understanding of Equity, F&O, Intraday, Positional Trading
- Ability to handle traders and market-related pressure
Job role
Work location
Plot No-295, behind Orbit Mall, PU 4, Near Vijay Nagar Square, Scheme No 54, Indore, Madhya Pradesh 452010 Vijay Nagar, Indore
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
Good Communication Skills, Marketing intelligence
English level
Basic English
Gender
Any gender
Walk-in interview details
Apply for the job and call HR to confirm your interview
Date
10 Feb 2026 - 24 Feb 2026
Time
10.00 am - 04.00 pm
About company
Name
The Equal Research Investment Advisor
Address
Plot No-295, behind Orbit Mall, PU 4, Near Vijay Nagar Square, Scheme No 54, Indore, Madhya Pradesh 452010 Vijay Nagar, Indore
Job posted by The Equal Research Investment Advisor
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