Sales & Marketing Executive

We are seeking a proactive and client-focused Customer Relationship Manager to manage and enhance client relationships for our wealth management and stock broking operations. The ideal candidate will be responsible for onboarding clients, understanding their financial goals, offering appropriate investment solutions, and ensuring a seamless client experience.

Key Responsibilities:

Client Relationship Management:

• Maintain and develop strong relationships with HNI and retail clients.

• Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues.

• Regularly update clients on market trends, investment opportunities, and portfolio performance.

Sales & Advisory Support:

• Understand client financial needs and provide suitable investment options across equity, mutual funds, bonds, PMS, AIFs, etc.

• Support business development by cross-selling and upselling investment products.

• Assist in achieving revenue targets through client retention and acquisition.

Onboarding & Documentation:

• Guide new clients through KYC, account opening, and compliance formalities.

• Ensure all documentation is complete and compliant with regulatory norms (SEBI, NSE/BSE, etc.).

Market Awareness:

• Stay informed about financial markets, stock movements, and product innovations.

• Share insights and recommendations with clients in collaboration with the research team.

Client Servicing & Reporting:

• Monitor client portfolios and generate performance reports.

• Coordinate with back-office and operations to ensure smooth transaction processing and reporting.

Key Skills & Competencies:

• Strong interpersonal and communication skills

• Financial and investment acumen

• Client-focused approach

• Good understanding of equity markets and financial instruments

• Problem-solving and decision-making abilities

• Proficiency in CRM software and MS Office tools

Qualifications:

• Bachelor’s degree in Finance, Commerce, or related field (MBA/PGDM preferred)

• NISM certifications (Series VII, VA,XI etc.) will be an added advantage

• Minimum 2–5 years of experience in client servicing/sales in wealth management or broking industry

• It is a Full Time Field Sales job for candidates with 6 months - 3 years of experience.

More about this Sales & Marketing Executive job

1. What is the eligibility criteria to apply for this Sales & Marketing Executive job?
   Ans: The candidate should be Graduate and above and above with 6 months - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹30000 per month that depends on your interview. It's a Full Time job in Surat.
3. How many working days are there for this Sales & Marketing Executive job?
   Ans: This Sales & Marketing Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Sales & Marketing Executive job?
   Ans: No, there is no fee applicable for applying this Sales & Marketing Executive job and during the employment with the company, i.e., Ckredence Wealth Management 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 Sales & Marketing Executive role?
   Ans: There is an immediate opening of 2 Sales & Marketing Executive at Ckredence Wealth Management Private Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Sales & Marketing Executive job?
   Ans: This Sales & Marketing Executive job has 09:00 AM - 06:00 PM timing.