Role Overview:
We are looking for a proactive and communication-driven professional to join our team as a Customer Relationship Executive. In this role, you will be the bridge between our market experts and our clients. Your goal is to provide top-tier support to traders and investors, ensure they stay informed via our digital channels, and build long-term relationships that drive growth and retention.
Key Responsibilities_:_
- Communication & Engagement_
- Perform daily outbound calls to engage with existing clients and prospects.
- Handle incoming inquiries from stock market traders and investors with professionalism.
- Manage and update clients regarding daily Pre-Market & Post Market analysis and Zoom meeting schedules.
- Advisory & Retention_
- Provide consistent guidance about Risk Management & Safe Trading Experince in stock market to ensure customer satisfaction and retention.
- Build strong, trust-based relationships to encourage referrals and recent lead generation.
- Prioritize service requests for HNI clients to ensure a seamless trading experience.
- Operations & Technical Support:_
- Assist clients with Angel One Demat account queries and back-office processes.
- Resolve questions related to Mutual Funds, Trading, and general Investment strategies.
- Revenue Growth:_
- Identify opportunities to offer insurance products tailored to client needs.
- Cross-sell and up-sell services based on the client's financial goals.
Required Skills & Qualifications:
- Market Knowledge:A solid understanding of the Stock Market, Trading, and Mutual Funds.
- Communication: Excellent verbal and written communication skills (Marathi ,Hindi Fluent Communication Mandatory English Optional).
- Customer-Centric: A "people person" who enjoys solving problems and helping others succeed.
- Tech-Savvy: Comfortable using Telegram, Zoom, and Demat account platforms (specifically Angel One).
- Sales Mindset: Ability to approach customers for new leads and meet targets for insurance sal