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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 strong 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 activity in CRM tools.

 Coordinate with internal teams (product, compliance, operations) to ensure smooth service delivery and timely resolution of client concerns.

 Consistently meet or exceed targets related to revenue generation.

Eligibility Criteria

 Bachelor’s or Master’s degree completed in Business, Finance, Marketing, or a related field

 Minimum 1 year of experience in sales within the stockbroking industry

 Strong verbal and written communication skills in English and Hindi/Bengali

 Confident, persuasive, and customer-oriented approach.

 Knowledge of financial services or an interest in the investment space

This role is only for Male Candidates with a valuable knowledge of share trading or experience in broking sales.

This is a voice process role where the candidate will be required to do around 150 calls in a day.

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