Executive - Ahad

Jainam Broking Limited

• 2 months ago
  
  

• Build and maintain long-term client relationships.
• Ensure high levels of client satisfaction and retention.
  
  

• Understand clients financial needs, risk tolerance, and investment goals.
• Recommend suitable stock market products and services.
  
  

• Address client queries and resolve issues via phone, email, or chat.
  
  

• Assist clients in opening Demat and trading accounts.
• Ensure a smooth onboarding process.
  
  

• Provide regular updates on stock market trends and investment opportunities.
• Share portfolio performance reports.
  
  

• Identify and recommend additional products and services to enhance portfolios.
  
  

• Work with the research and advisory team for personalized investment solutions.
  
  

• Meet monthly and quarterly sales targets by converting leads into active clients.
  
  

• Ensure adherence to regulatory guidelines.
• Maintain accurate records of client interactions.
  
  

• Bachelor’s degree in Finance, Commerce, or related field.
  
  

• Fresher or Minimum 1 year in financial services, stock markets, or relationship management.
  
  

• Understanding of stock market products, trading platforms, and investment strategies.
  
  

• Strong communication and interpersonal skills for effective client engagement.
  
  

• Proficiency in CRM tools and virtual communication platforms.