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.