Relationship Executive

Bharat H.R; Pune District; On-site; INR 540,000 - 660,000; Full time

Job summary

Bharat H.R. in Pune is seeking a Relationship Executive / Senior Executive to drive on-site sales of investment-related services. You will engage retail and HNI clients, assess suitability, and offer advisory solutions.

The role requires 1–3 years of sales experience, excellent communication, and fluency in English, Hindi, and a regional language. The position offers up to 6 LPA with growth potential and a performance-driven environment.

Qualifications

• Graduate from a recognized university.
• 1–3 years preferred in share market or related activity.
• Demonstrated sales background and proven selling abilities.
• Passionate and aggressive for outbound calling.
• Excellent interpersonal and communication skills.
• Proficiency in English, Hindi, and one regional language.
• Basic understanding of stock markets and financial services.

Responsibilities

• Sales & Targets: Achieve monthly targets set by the organization for selling investment-related services and products.
• Client Advisory: Assess client suitability and offer direct equity/advisory services/tailored solutions to retail and HNI clients.
• Client Support & Service: Provide ongoing support and service to clients.
• Retention: Retaining and renewing the existing client base.
• Query & Objection Handling: Handle customer queries and objections effectively over telephone.

Skills

Sales experience

Outbound calling

English and regional language fluency

Education

Graduate from a recognized university

Job description

Position: Relationship Executive / Senior Executive

Locations: Pune, India (On-site)

Compensation: Upto 6LPA (hike on last ctc)

Eligibility / Job Specifications

• Education: Graduate from a recognized university.
• Experience: 1–3 years preferred in share market or related activity.
• Demonstrated sales background and proven selling abilities.
• Passionate and aggressive for outbound calling.
• Excellent interpersonal and communication skills.
• Proficiency in English, Hindi, and one regional language.
• Basic understanding of stock markets and financial services.

Key Responsibilities

• Sales & Targets: Achieve monthly targets set by the organization for selling investment-related services and products.
• Client Advisory: Assess client suitability and offer direct equity/advisory services/tailored solutions to retail and HNI clients.
• Client Support & Service: Provide ongoing support and service to clients.
• Retention: Retaining and renewing the existing client base.
• Query & Objection Handling: Handle customer queries and objections effectively over telephone.