Relationship Executive

Bharat HR; Pune District; On-site; INR 300,000 - 600,000; Full time

Job summary

Bharat HR in Pune seeks a dynamic Relationship Executive (Senior) who will acquire new clients and nurture existing ones for stock market services and magazine subscriptions. The role focuses on outbound calling to promote equity-based investment products to retail and HNI clients and requires SEBI NISM certification.

The candidate should have a graduation degree, strong communication in English and Hindi, and a regional language, with 1–3 years of shares market experience.

Qualifications

• Graduation is required.
• NISM-Series-XV – Research Analyst certification is mandatory.
• Outbound calling and sales experience are essential.
• Excellent verbal and written communication in English and Hindi, plus a regional language.
• 1–3 years’ experience in share market or related activities.

Responsibilities

• Achieve monthly targets for selling Investment services/products.
• Assess client suitability and offer tailored equity/advisory solutions to Retail & HNI clients.
• Provide ongoing support and service to clients.
• Retain and renew existing client base.
• Handle customer queries and objections effectively.

Skills

Outbound calling

Sales experience

Interpersonal skills

Communication skills

English language

Hindi language

Regional language

Education

Graduation degree

NISM-Series-XV – Research Analyst

Job description

Relationship Executive / Senior Executive

We are seeking a dynamic, self-motivated and result driven Relationship (Senior) Executive to join our team. This role requires a basic understanding of the stock markets as your role will involve offering company’s financial services as well as selling subscription plans of Company’s business magazine which help our clients maximize their financial potential. As a key member of our organization, you will be responsible for acquiring new clients and enhancing existing relationships with retail and high net worth individuals. Your primary focus will be to promote and sell equity-based investment products over the telephone.

Location : PUNE

Responsibilities

• Achieve monthly targets set by the organization for selling Investment related Services/Products.
• Assess client suitability and offer direct equity/advisory services/ tailored solutions to retail and HNI clients.
• Provide ongoing support and service to clients.
• Retaining and renewing the existing client base.
• Handle customer queries and objections effectively.

Requirements

• Should have a Graduation Degree.
• SEBI certification - NISM-Series-XV – Research Analyst is mandatory.
• Should be passionate & aggressive for outbound calling.
• Demonstrated sales background and proven selling abilities.
• Excellent interpersonal and communication skills.
• Proficiency in English, Hindi, and one regional language.
• 1–3 years’ experience preferred in share market, related activity.