Job Title: Relationship Executive – Stock Market Advisory

Location: Indore, Madhya Pradesh (in office)

Department: Client Relations / Sales

Reports to: Relationship Manager / Branch Head

Experience: 0–3 years (freshers with strong communication considered)

CTC: ₹1.8–3.6 LPA fixed + monthly incentives (typical Indore range for this role; adjust to your band)

Working Days: Monday–Saturday, 9:00 AM – 6:30 PM (market hours 9:15 AM – 3:30 PM)

Role Summary

Own the client relationship after onboarding — activation, servicing, retention and renewals — for clients subscribed to the firm's research and advisory services. Client-facing and target-linked, focused on relationship depth, not on giving market calls.

Key Responsibilities

- Call and engage leads from marketing, referrals and walk-ins; explain service plans and pricing
- Complete onboarding: KYC, risk profiling, agreement execution and fee collection as per SEBI norms
- Act as single point of contact for assigned clients — queries on subscriptions, billing, platform access and service delivery
- Ensure research recommendations reach clients on time through approved channels (app, SMS, WhatsApp broadcast, email)
- Drive renewals, upgrades and cross-sell; meet monthly revenue and retention targets
- Maintain accurate CRM records: call logs, interactions, complaints and resolution status
- Escalate grievances per the firm's redressal policy and SCORES timelines




- Support local activity — walk-in clients at the Indore office, investor awareness sessions and referral drives in the MP region

Compliance Boundaries

- This role does not provide investment advice, stock recommendations, target prices or assured-return statements. All advice originates from the SEBI-registered Research Analyst / Investment Adviser and their approved personnel
- Communication stays within approved scripts and disclaimers — no guaranteed return claims, no unapproved tips
- All calls may be recorded and are subject to audit

Qualifications

- Graduate in any discipline; B.Com / BBA / MBA (Finance) preferred
- NISM Series VIII or Series XV certification preferred, or willingness to clear within 3–6 months
- Basic understanding of equity, F&O;, commodity and mutual fund products

Skills

- Fluent Hindi and working English; Marathi or Gujarati an advantage given the local client mix
- Persuasion and objection handling on calls
- CRM and MS Excel familiarity
- Discipline with follow-ups and high integrity in client dealings
- Candidates residing in Indore or willing to relocate at own cost preferred

KRAs

- Monthly revenue / renewal target achievement
- Client retention and active-client ratio
- Call volume and connect quality
- Zero compliance violations; complaint closure within TAT

Pay: ₹15,000.00 - ₹35,000.00 per month

Work Location: In person

📌 Relationship Executive (Indore)
🏢 AKS Research Analyst
📍 Indore