RE- Equity Segment

Position: Relationship Executive

Location: Pune (Work from Office)

CTC: Up To 6 LPA

Role Overview

Dynamic, self-motivated and result-driven professional with a basic understanding of stock markets to sell the company's financial services and business magazine subscriptions, helping clients maximize their financial potential.

Key Responsibilities

• Acquire new clients and strengthen relationships with retail and HNI clients
• Promote and sell equity-based investment products over the phone
• Achieve monthly sales targets for investment-related services/products
• Assess client suitability and offer tailored direct equity/advisory solutions
• Provide ongoing client support, retention and renewals
• Handle customer queries and objections effectively

Requirements

• Graduation degree (mandatory)
• NISM-Series-V certification — mandatory; if not held, must be completed within 2 months of joining
• Excellent communication and interpersonal skills
• Strong client-handling and relationship management ability