Job Description
Roles And Responsibilities
New client acquisition for Trading and Demat account.
Revenue generation through brokerage.
Cross selling of investment products, Equity and Advance brokerage product (as per clients
needs)
Monitor and review team members' performance and help the team to achieve maximum
business
Maintaining client relationship
Remain update about the latest investment products and market trend
To guide the client about the suitable investment / trading products as per clients profile
To ensure the achievement of Acquisition Targets of HNI clients, Retail clients
This job is provided by Shine.com
New client acquisition for Trading and Demat account.
Revenue generation through brokerage.
Cross selling of investment products, Equity and Advance brokerage product (as per clients
needs)
Monitor and review team members' performance and help the team to achieve maximum
business
Maintaining client relationship
Remain update about the latest investment products and market trend
To guide the client about the suitable investment / trading products as per clients profile
To ensure the achievement of Acquisition Targets of HNI clients, Retail clients
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Executive position is now open for candidates interested in the Operations Executive Jobs sector. This role in Indore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
