Role & Workflow Overview

​Your role combines direct client relationship management, sales execution, and client onboarding support for stock market and investment services. Below is a clear breakdown of how these key responsibilities translate into day-to-day operations and core workflows.

​Core Responsibilities Breakdown

- ​Lead Follow-Up & Acquisition: Call incoming leads promptly to assess trading/investment goals, present appropriate equity/Demat services, and secure client commitments.
- ​Onboarding & KYC Assistance: Walk clients step-by-step through Demat and Trading account opening, document collection, and digital KYC verification.
- ​Client Relationship Management: Maintain ongoing contact with onboarded investors, assist with account queries, and guide them through basic product offerings.
- ​Business Development: Identify cross-selling opportunities across portfolio services, SIPs,



and market products to grow total assets under management (AUM).

​Daily Execution Workflow Pay: ₹12,000.00 - ₹18,000.00 per month

Perks

- Cell phone reimbursement
- Commuter assistance
- Internet reimbursement

Application Question(s):
- Do you have experience in Equity Sales or Equity Dealing?
- What is your current / last salary (CTC)?
- What is your expected salary?
- What is your notice period?
- Do you have your own network of clients/investors?
- How many years of experience do you have in Equity / Stock Market / Capital Market?

Education:
- Bachelor's (Preferred)

Experience:
- Equity / Capital Market / Financial Services: 1 year (Required)

License/Certification:
- NISM (Preferred)

Work Location: In person

📌 Relationship Manager – Sales & Equity (Lalru)
🏢 CK Financial Services
📍 Lalru