Job Description:

Role: Relationship Executive-Voice Process

About Us:
The company with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognized Research Analyst, and an AMFI certified mutual fund distributor. Headquartered in Kolkata with a strong presence in Mumbai, our team of nearly 300 professionals is committed to delivering client-focused financial solutions. Our digital platform, Product is designed to simplify and enrich investment experiences, helping clients manage and grow their wealth with ease.
Role Brief:
We are seeking a motivated and results-driven Inside Sales Executive to join our sales team for product, our investment and trading platform. In this voice-based role, you will be responsible for engaging with
newly registered and existing clients to support initial trading activity, and promote appropriate financial products. The role demands strong communication skills,



a consultative sales approach, and the ability to
drive revenue by nurturing client relationships and cross-selling relevant financial offerings. This is an excellent opportunity for someone keen to grow in the financial services sector through hands-on sales
experience.
Role Responsibilities:
 Conduct outbound calls to newly registered and existing product clients to drive initial trading activity.
 Clearly explain the benefits, features, and usage of Product's trading and investment platform.
 Guide clients through their first trade execution and provide assistance with platform navigation if needed.
 Build robust rapport with inactive or underutilized accounts to nurture relationships and increase platform usage.
 Identify client needs and proactively cross-sell suitable financial products to drive revenue.
 Maintain detailed and accurate logs of all client interactions, follow-ups, and account act

📌 Urgent job opening for Relationship executive- Voice process for one of the leading financial services- Kolkata
🏢 RECEX
📍 Kolkata