Key Responsibilities:
Open and manage Trading/Demat Accounts for clients.
Generate leads through calls and other sources to drive revenue growth.
Build and maintain long-term relationships with clients in the stockbroking and investment sectors.
Communicate regularly with clients to understand their financial goals and preferences.
Address client inquiries and provide timely resolutions to issues and concerns.
Identify and convert new business opportunities to expand the client portfolio.
Prepare and deliver investment performance reports to clients.
About the Company
Urja Investments Limited, a subsidiary of Urja Global Limited—India’s pioneer in Renewable Energy—is a leading broking and investment firm offering services in securities trading, investment advisory, portfolio management, and financial planning. It empowers clients with strategic investment solutions while adhering to market trends and compliance best practices.