Position: Relationship Executive
Department: Sales / Wealth Management
Location: Kolkata
Experience: 1–4 years
Industry: Stock Broking / Financial Services

Job Summary

We are looking for a dynamic and customer-oriented Equity Relationship Executive to manage client relationships, generate current business, and provide support related to equity trading and investment services.

Key Responsibilities
Acquire current clients and develop long-term relationships with existing clients.
Promote equity trading, Demat accounts, and other financial products.
Assist clients with account opening, trading-related queries, and service requirements.
Generate leads through references, networking, and other business development activities.
Coordinate with research and dealing teams to provide relevant market information to clients.
Achieve monthly business targets for client acquisition, revenue, and trading activity.




Ensure compliance with company policies and applicable SEBI regulations.

Candidate Requirements
Graduate in any discipline; a finance-related qualification is preferred.
1–4 years of experience in stock broking, equity sales, or financial services.
Valuable communication, negotiation, and relationship management skills.
Basic knowledge of equity markets, stock trading, and Demat accounts.
Ability to acquire clients and achieve sales targets.
NISM certification will be an added advantage.

Key Skills
Client Relationship Management
Equity Sales and Business Development
Stock Market Knowledge
Lead Generation
Communication and Negotiation
Target Orientation

Pay: ₹10,000.00 - ₹33,000.00 per month

Work Location: In person

📌 Relationship Executive Kolkata
🏢 Secured Services
📍 Kolkata