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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