Relationship Executive
Company Overview:
Capital Via is a pure play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 19 years of legacy and values shape our future, helping to strengthen our business and bring value to our clients.
Job Role or Responsibilities:
• Direct sales of demat accounts and margin collection for equity, commodity and currency
• Revenue generation through brokerage
• Handling the team and motivating them to achieve their targets (for experienced candidates)
• To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios
• Resolving complaints and issues efficiently and in a timely manner of customers
• Handle and manage HNI clients
• Cross-Sales (Training products)