Relationship Executive

CapitalVia FinTech

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

• Experience

  0 - 2 Years

• No. of Openings

  20

• Education

  Any Bachelor Degree

• Role

  Relationship Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office