कस्टमर रिलेशनशिप एग्जीक्यूटिव

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

• इस फुल टाइम ग्राहक सहायता / टेलीकॉलर Job में ग्राहक सहायता / टेलीकॉलर में 1 - 3 वर्षो का अनुभव वाले उम्मीदवारों की जरुरत है।