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 client’s

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 client’s 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