Job Description

Key Responsibilities

:

Client Relationship Management

: Maintain regular contact with clients to understand their financial needs and offer suitable stock market solutions.

Customer Support

: Provide prompt responses to client queries related to stock market services, trading platforms, and account issues.

Account Reactivation

: Reach out to inactive clients to understand their concerns and encourage reactivation of accounts.

Financial Advisory

: Share basic investment guidance aligned with client profiles under company policies.

Cross-Selling

: Promote additional stock market products and services based on client requirements.

Market Updates & Insights

: Share relevant market trends, news, and trading opportunities with clients.

Compliance

: Adhere strictly to regulatory guidelines and maintain high standards of confidentiality and compliance in all interactions.

Collaboration

: Coordinate with internal departments (sales, operations, compliance) to resolve client issues efficiently.

Target Achievement

: Work towards daily, weekly, and monthly targets for client engagement, sales conversions, and reactivation goals.

Requirements

:

Minimum 1 year of experience in Telecalling, Client Servicing, or Sales (preferably in Broking / Financial Services). Good understanding of stock market products and trading platforms. Strong communication and persuasion skills (Gujarati, Hindi & English preferred). Ability to build rapport and maintain long-term client relationships. Basic knowledge of compliance and regulatory norms in the financial industry.

Preferred Qualifications

:

Graduate (Finance/Commerce background preferred). NISM certification will be an added advantage.
Job Types: Full-time, Permanent

Pay: ?12,000.00 - ?25,000.00 per month

Benefits:

Health insurance Provident Fund
Schedule:

Day shift
Work Location: In person