About the Company
Bellcurve Broking Private Limited is a financial services firm based in Indore, Madhya Pradesh, operating as an Authorized Person of Mirae Asset Sharekhan, one of India’s well-established stockbrokers. The company offers a seamless platform for opening demat and trading accounts, supported by Sharekhan’s research expertise, market insights, and advanced trading solutions.
Since its inception in 2023, Bellcurve has experienced rapid growth, and served thousands of customers while focused on delivering an exceptional client experience through personalized relationship management and reliable investment services.
Job Purpose
The Relationship Executive is responsible for acquiring new clients, driving brokerage revenue, and building long-term client relationships by offering suitable trading and investment solutions. The role contributes directly to business growth through client acquisition, revenue generation, and cross-selling of financial products.
Key Responsibilities
· Acquire new clients for Trading and Demat accounts through active prospecting
· Generate revenue through brokerage and investment product sales
· Cross-sell equity, derivatives, and advanced brokerage products based on client needs
· Build and maintain strong, long-term relationships with Retail and HNI clients
· Understand client profiles and recommend appropriate investment/trading solutions
· Achieve assigned client acquisition and revenue targets
· Maintain accurate client and sales records as per company process
· Coordinate with internal teams to ensure smooth onboarding and service delivery
Skills & Competencies Required
Technical Skills
· Strong understanding of stock market and securities industry
· Basic knowledge of equity, derivatives, and investment products
· Familiarity with sales processes and client acquisition
Behavioural Skills
· Excellent communication and interpersonal skills
· Target-driven with a strong go-getter attitude
· Ability to perform under pressure and meet deadlines
· High learning agility and adaptability
· Customer-centric mindset with strong relationship-building skills
Qualifications
· Any Graduate / Any Postgraduate
· Prior experience in stock broking or financial services is an added advantage
· NISM Certification preferred (or willingness to obtain)
· Freshers with strong interest in financial markets may be considered
Performance Metrics (KPIs)
· Number of new Trading/Demat accounts acquired
· Brokerage and revenue generated
· Cross-sell conversion ratio
· Client retention and relationship quality
· Achievement of monthly and quarterly sales targets
Work Conditions
· Desk-based role (No field work)
· Fixed shift: 8:55 AM – 06:00 PM
· Performance-driven environment
· Interaction with international clients
· Fast growth opportunities based on performance
Compensation / Benefits
· 2 Saturdays Off + All Sundays Off
· Exposure to global financial markets
· Structured training program for freshers