Relationship Executive (Pune)

Relationship Executive (Pune)

01 Oct
|
Bharat HR
|
Pune

01 Oct

Bharat HR

Pune

Job DescriptionPosition: Relationship Executive
Location: Pune (Work from Office)
CTC: Up To 6 LPA
Role OverviewDynamic, self-motivated and result-driven professional with a basic understanding of stock markets to sell the company's financial services and business magazine subscriptions, helping clients maximize their financial potential.
Key Responsibilities• Acquire current clients and strengthen relationships with retail and HNI clients
• Promote and sell equity-based investment products over the phone
• Achieve monthly sales targets for investment-related services/products
• Assess client suitability and offer tailored direct equity/advisory solutions
• Provide ongoing client support, retention and renewals
• Handle customer queries and objections effectively

Requirements• Graduation degree (mandatory)
• NISM-Series-XV (Research Analyst) certification — mandatory; if not held, must be completed within 2 months of joining
• Excellent communication and interpersonal skills
• Strong client-handling and relationship management ability

📌 Relationship Executive (Pune)
🏢 Bharat HR
📍 Pune

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