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jainam share consultants pvt ltd.

Executive - Ahad

jainam share consultants pvt ltd.
Ahmedabad, India
1-3 Years
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  • Posted 18 hours ago
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Early Applicant

Job Description

Jainam Broking Limited

  • 5 months ago

Location

Ahmedabad

Department

Ahad - Sales - JBL

Employment Type

Full-time

Applications Received

5

Closes On

16 Nov, 2025

Key Responsibilities

Client Relationship Management:

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

Financial Advisory

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

Customer Support

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

Account Management

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

Market Updates And Insights

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

Cross-Selling

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

Collaboration

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

Target Achievement

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

Compliance

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

Education

Qualifications and Skills

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

Experience

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

Technical Knowledge

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

Soft Skills

  • Strong communication and interpersonal skills for effective client engagement.

Tools Proficiency

  • Proficiency in CRM tools and virtual communication platforms.

More Info

Job Type:
Permanent Job
Industry:
Other
Function:
Finance
Employment Type:
Full time

Job ID: 145314561

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Last Updated: 01-04-2026 04:58:19 AM
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