Customer Relationship Executive

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Job Title: Relationship Manager – Stock Market

Location: [New delhi / Ramesh nagar

Job Type: Full-time

Experience: 1–3 years (Freshers with strong communication skills can also apply)

Industry: Financial Services / Stock Market / Broking

Department: Sales & Client Servicing

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Job Summary:

We are seeking a proactive and customer-focused Relationship Manager to join our stock market team. The ideal candidate will be responsible for managing client relationships, handling investment queries, resolving concerns, and providing guidance on equity, mutual funds, and other investment products. A strong understanding of stock market basics and excellent communication skills are essential.

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Key Responsibilities :

Open new client accounts (Demat, Trading, Mutual Funds) and ensure complete documentation and KYC compliance.

Act as the first point of contact for clients regarding their investment-related queries.

Maintain and build long-term relationships with clients by offering personalized service and timely responses.

Provide assistance in account opening, portfolio tracking, and basic trading-related support.

Understand client needs and help them choose appropriate financial products (equity, mutual funds, SIPs, etc.).

Coordinate with internal departments (trading, operations, compliance) to ensure smooth client service.

Stay updated on stock market trends, financial news, and company offerings to better assist clients.

Regularly follow up with clients to ensure satisfaction and gather feedback.

Handle client escalations and work toward timely and effective resolution.

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Required Skills & Qualifications:

Bachelor's degree in Finance, Commerce, Business Administration, or a related field.

Strong communication and interpersonal skills.

Basic knowledge of stock markets, trading platforms, and financial products.

Ability to explain complex financial terms in a simple way.

Good listening skills and a problem-solving mindset.

Proficiency in MS Office and CRM tools.

NISM Certification (Series VIII or others) is an added advantage.

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Preferred Attributes:

Prior experience in client servicing or relationship management in the financial industry.

Ability to handle pressure and manage multiple client requests simultaneously.

A passion for the stock market and client success.

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Benefits:

Competitive salary with performance incentives

Learning and growth opportunities

Exposure to capital markets and financial products

• It is a Full Time Customer Support / TeleCaller job for candidates with 1 - 2 years of experience.

More about this Customer Relationship Executive job

1. What is the eligibility criteria to apply for this Customer Relationship Executive job?
   Ans: The candidate should be Graduate and above and above with 1 - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹10000 - ₹35000 per month + Incentives that depends on your interview. It's a Full Time job in Delhi.
3. How many working days are there for this Customer Relationship Executive job?
   Ans: This Customer Relationship Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Customer Relationship Executive job?
   Ans: No, there is no fee applicable for applying this Customer Relationship Executive job and during the employment with the company, i.e., INVESTMENT SOLUTIONS HUB.
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 Customer Relationship Executive role?
   Ans: There is an immediate opening of 4 Customer Relationship Executive at INVESTMENT SOLUTIONS HUB
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Customer Support / TeleCaller job.
8. What are the timings of this Customer Relationship Executive job?
   Ans: This Customer Relationship Executive job has Day Shift.