Customer Relationship Executive

15,000 - 20,000 /month

Pitanga Wealth

Moti Nagar, Delhi

1 - 3 years Experience in Customer Support / TeleCaller

5 Openings

Full Time

Skills Required

Computer Knowledge

Domestic Calling

Query Resolution

Job Highlights

Industry Type: Stock Market / Mutual Funds

12th Pass and above

Females Only

6 days working | Day Shift

Job Description

Job Description – Relationship Manager

Open Positions: 6
CTC: ₹15,000 – ₹20,000 per month (Negotiable)

Key Responsibilities

Open and onboard clients through online Demat account opening.
Build and maintain long-term client relationships to improve client retention.
Drive client activation, trading volume, and brokerage revenue through advisory and research calls.
Resolve client queries, manage exposure limits, and ensure timely service.
Handle and manage HNI (High Net Worth Individual) clients, where applicable.
Cross-sell financial products such as Mutual Funds, SIPs, PMS, Insurance, Bonds, Fixed Deposits (FDs), and NCDs.
Conduct investor awareness programs and market education sessions for clients.

Key Performance Indicators (KPIs)

Achieve revenue targets of up to 5× CTC, as per the company's performance matrix.
Maintain a high client activation ratio and an active traded client base.

Eligibility & Requirements

Graduate or candidates currently pursuing graduation.
NISM Certification is Mandatory.
Good communication skills in any one of the following languages: Hindi, English, Marathi, or Gujarati. Knowledge of the local language along with English will be an added advantage.
Basic computer proficiency (Email, MS Office).
Strong attention to detail, process-oriented approach, and basic understanding of financial markets preferred.

Benefits

Attractive salary with performance-based incentives.
Additional incentives for successful KYC completion.
Career growth opportunities in the financial services industry.

Compliance & Administration

Ensure adherence to SEBI guidelines and all regulatory requirements.
Maintain accurate documentation, compliance records, and reporting.

How to Apply

Interested candidates are requested to share their updated CV, NISM Certificate, and current location.

Contact Details

Farzeen Fatima
📞 +91 93198 80968
📧 hr@pitangawealth.com

Other Details

It is a Full Time Customer Support / TeleCaller job for candidates with 1 - 3 years of experience.

More about this Customer Relationship Executive job

What skills and experience do you need for this Customer Relationship Executive job?
Ans : To apply for this Customer Relationship Executive job, candidates should have skills like Computer Knowledge, Domestic Calling, Query Resolution along with 1-3 years of experience.
What salary is offered for this Customer Relationship Executive job?
Ans : The salary for this Customer Relationship Executive job ranges between ₹15,000-₹20,000 per month.
What shift and timings does this job follow?
Ans : This Customer Relationship Executive job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Moti Nagar, Delhi.
How many openings are available for this position?
Ans : There are 5 openings available for this position.
Who can apply for this job?
Ans : Candidates who have a 12th Pass and above qualification with 1-3 years of experience can apply for this Customer Relationship Executive job. Only female candidates can apply.
What does the role of Customer Relationship Executive involve?
Ans : As a Customer Relationship Executive, your work will involve skills like Computer Knowledge, Domestic Calling, Query Resolution. This role is part of Customer Support / TeleCaller category.
Where is this job located?
Ans : This Customer Relationship Executive job is located in Moti Nagar, Delhi.
What kind of candidate is ideal for this job?
Ans : A candidate with skills like Computer Knowledge, Domestic Calling, Query Resolution along with 1-3 years of experience is ideal for this Customer Relationship Executive job.
Why should you apply for this Customer Relationship Executive job?
Ans : This Customer Relationship Executive job offers a salary between ₹15,000-₹20,000 per month. This is a Full Time opportunity and has 5 openings available.