Customer Relationship Manager

Bajaj Broking is a SEBI-registered stockbroking firm offering trading, Demat, and investment services. Prime Trade Solutions Pvt. Ltd. is an Authorized Person (AP) of Bajaj Broking, meaning it is officially appointed to represent Bajaj Broking locally. The AP handles client onboarding, trading support, customer service, and business development while following all compliance and regulations set by Bajaj Broking and SEBI.

1. Client Acquisition & Onboarding

• Identify, approach, and acquire potential clients interested in trading and investment products.

• Assist new clients with account opening processes such as Demat & Trading account setup.

• Ensure smooth onboarding by explaining firm’s services, platforms, and policies.

2. Client Relationship Management

• Build and maintain long-term relationships with existing clients.

• Act as the single point of contact for clients to address all queries and concerns.

• Maintain regular communication with clients through calls, emails, and meetings.

3. Trade Facilitation & Advisory

• Guide clients on how to use trading platforms (mobile app/web portal).

• Provide basic information on market trends, stock quotes, and investment options.

• Support clients in executing buy/sell orders as per their requirements.

4. Cross-Selling & Revenue Generation

• Promote investment products like mutual funds, IPOs, bonds, insurance, etc.

• Achieve monthly/quarterly targets for broking turnover and revenue growth.

• Identify opportunities for upselling and cross-selling to increase business volume.

5. Customer Support & Issue Resolution

• Assist clients with account-related issues like KYC updates, margin requirements, fund transfers, etc.

• Resolve trade execution problems or platform-related concerns quickly.

• Ensure high customer satisfaction by delivering prompt support.

6. Compliance & Risk Management

• Ensure all client transactions comply with SEBI and Exchange regulations.

• Maintain records of client interactions, KYC documents, and trade confirmations.

• Identify and flag any unusual trading patterns or risks.

7. Reporting & Feedback

• Prepare and submit daily/weekly reports on client interactions and trading volumes.

• Share market insights and client feedback with the management team.

• Suggest strategies to improve client experience and enhance trading activity.

• It is a Full Time Customer Support / TeleCaller job for candidates with 0 - 2 years of experience.

More about this Customer Relationship Manager job

1. What is the eligibility criteria to apply for this Customer Relationship Manager job?
   Ans: The candidate should be Graduate and above and above with 0 - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹13000 - ₹30000 per month + Incentives that depends on your interview. It's a Full Time job in Lucknow.
3. How many working days are there for this Customer Relationship Manager job?
   Ans: This Customer Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Customer Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Customer Relationship Manager job and during the employment with the company, i.e., PRIME TRADE SOLUTION PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Customer Relationship Manager role?
   Ans: There is an immediate opening of 20 Customer Relationship Manager at PRIME TRADE SOLUTION PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Customer Support / TeleCaller job.
8. What are the timings of this Customer Relationship Manager job?
   Ans: This Customer Relationship Manager job has Day Shift.