- Acquired and onboarded new clients for stock market and investment services.
- Built and maintained solid client relationships by understanding investment needs and financial goals.
- Assisted clients with account opening, trading platforms, and investment opportunities.
- Achieved monthly sales, revenue, and client acquisition targets.
- Provided prompt customer support and ensured high levels of client satisfaction.
- Managed leads, follow-ups, and client interactions through CRM systems.
- Kept updated on stock market trends, investment products, and industry developments.
- Conducted client engagement activities to generate referrals and business growth.
- Identified cross-selling and upselling opportunities to increase revenue.

Pay: ₹15,000.00 - ₹30,000.00 per month

Education:

- Bachelor's (Preferred)

Experience:

- Financial Services, Broking, Sales, Business Development: 1 year (Required)

Language:

- Kannada (Required)
- English (Required)

Work Location: In person

📌 Relationship Officer (India)
🏢 Quantean,
📍 India