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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.

Relationship executive

Start with your email