Relationship executive /Stock Broker Job ID: 414772

Bellcurve Broking Private Limited; Indore District; Sur place; INR 240 000 - 420 000; Plein temps

Résumé du poste

Bellcurve Broking Private Limited is seeking a proactive professional to generate and close Demat Account openings. You will manage the full onboarding process, coordinate with customers, and ensure documentation is complete and compliant.

In this role, you will cultivate strong relationships with existing and potential clients, follow up on leads, and stay updated on stock market trends. The position emphasizes customer acquisition, regulatory compliance, and networking to generate referrals.

Qualifications

• Graduate or postgraduate from any recognized institution.
• Experience in stock market, broking or financial services is beneficial.
• Strong communication and interpersonal abilities.
• Excellent customer handling and follow-up skills.

Responsabilités

• Generate and acquire new customers for Demat Account opening.
• Manage end-to-end account opening process with coordination and documentation.
• Build and maintain relationships with existing and prospective clients.
• Follow up with leads via calls, meetings, and other business development activities.
• Stay updated with stock market developments and financial products.
• Ensure compliance with company and regulatory processes while acquiring customers.
• Generate referrals and leads through customer networks and market networking.

Connaissances

Good communication skills

Interpersonal skills

Customer handling

Follow-up skills

Formation

Graduate / Postgraduate

Description du poste

Key Responsibilities

• Generate and acquire new customers for Demat Account opening.


• Handle the end-to-end account opening process, including customer coordination and documentation.


• Develop and maintain strong relationships with existing and prospective clients.


• Follow up with leads through calls, meetings, and other business development activities.


• Stay updated with stock market developments, financial products, and industry trends.


• Ensure quality customer acquisition and maintain proper compliance with company and regulatory processes.


• Generate references and leads through customer relationships and market networking.

Eligibility & Experience

• Graduate / Postgraduate from any recognized institution.


• 06 months to 3 years of experience in Stock Market, Broking, Financial Services, Investment Advisory, or a related industry is mandatory.


• Candidates with experience in Demat Account Opening, Broking Sales, Relationship Management, Investment Products, or Financial Product Sales will be preferred.


• Good communication and interpersonal skills.


• Strong customer-handling and follow-up skills.