We are looking for a motivated and customer-oriented Account Executive to join our stock broking team. The candidate will be responsible for client acquisition, relationship management, and assisting clients with trading and investment-related services.
Key Responsibilities:
- Acquire current clients and generate business through calls, references, and follow-ups.
- Explain stock broking services, trading accounts, and demat account opening procedures to clients.
- Assist clients with account opening, documentation, and KYC formalities.
- Maintain strong relationships with existing clients and provide regular support.
- Follow up on leads and achieve assigned business targets.
- Coordinate with internal teams to resolve client queries.
- Maintain client records and daily sales reports.