Contact No- 98676 94871

Maintain strong relationships with existing clients trading in equity and securities.

Assist clients with equity trading, demat account services, and securities transactions.

Coordinate with back-office teams for account opening, KYC, and documentation.

Resolve client complaints related to trading platforms, orders, settlements, or reports.

Maintain client records and transaction history in the CRM system.

Cross-sell financial products like mutual funds, IPOs, bonds, and derivatives.

Assist in acquiring new clients through references or leads.

Send morning market updates via WhatsApp, email, or CRM system

Required Skills

Robust knowledge of equity markets and securities trading

Good understanding of trading platforms and demat accounts





Excellent communication and client relationship skills

Ability to analyze market information and explain it to clients

Problem-solving and customer service orientation

Basic computer and CRM software skills

3–6 years for senior client relationship roles in brokerage firms or stock market companies

We are hiring candidates located in Navi Mumbai only.”

Job Types: Full-time, Permanent

Benefits:

Paid time off

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits:

- Provident Fund

Work Location: In person

📌 Stock Market -Equity & Securities -Customer Relationship Manager (Kharghar)
🏢 Charchit Info Services Private
📍 Kharghar