Financial Services Executive (Sales, Operations & Stock Market Dealer)

Company: AMOLAKSHAYA TRADE AND CREDIT PVT LTD

Location: Chatribari, Guwahati, Assam

Job Type: Full-Time | Permanent

Experience: Fresher to 2 Years

Education: Graduate (Minimum)

About Us

Established in 2001, AMOLAKSHAYA TRADE AND CREDIT PVT LTD has successfully completed 25 years of trusted service in the financial services industry. We provide comprehensive financial solutions and have built lasting relationships through integrity, professionalism, and client-centric service.

Our Services
- Stock Broking (Equity, F&O;, Commodity & Currency)
- Mutual Funds
- IPO Investments
- Demat & Trading Accounts
- Life & Health Insurance
- Financial Planning & Wealth Management

Job Overview

We are looking for a dynamic, customer-focused, and proactive Financial Services Executive to support our sales, client servicing, operations, and stock market dealing activities. This is an excellent opportunity for candidates looking to build a long-term career in the financial services industry.

Key Responsibilities




- Generate recent business through referrals, telecalling, networking, and client meetings.
- Build and maintain strong relationships with existing and prospective clients.
- Promote Demat & Trading Accounts, Mutual Funds, IPOs, Life Insurance, Health Insurance, and other financial products.
- Execute Equity, F&O;, Commodity, and Currency trades as per client instructions.
- Process Mutual Fund transactions and assist with Demat account opening.
- Coordinate insurance renewals, documentation, and investment-related processes.
- Resolve client queries and provide prompt after-sales support.
- Maintain client records using CRM and MS Excel.
- Coordinate with exchanges, AMCs, insurance companies, and internal teams for seamless operations.
- Ensure compliance with regulatory guidelines and internal policies.

Desired Skills
- Valuable communication and interpersonal skills.
- Customer-oriented with a proactiv

📌 Finance Services Executive (Guwahati)
🏢 AMOLAKSHAYA TRADE AND CREDIT
📍 Guwahati