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.