Role Overview : We are looking for a proactive and communication-driven skilled to join our team as a Customer Relationship Executive. In this role, you will be the bridge between our market experts and our clients. Your goal is to provide top-tier support to traders and investors, ensure they stay informed via our digital channels, and build long-term relationships that drive growth and retention.

Key Responsibilities :
Communication & Engagement _
Perform daily outbound calls to engage with existing clients and prospects.
Handle incoming inquiries from stock market traders and investors with professionalism.
Manage and update clients regarding daily Pre-Market & Post Market analysis and Zoom meeting schedules.
Advisory & Retention _
Provide consistent guidance about Risk Management & Protected Trading Experince in stock market to ensure customer satisfaction and retention.
Build strong, trust-based relationships to encourage referrals and new lead generation.
Prioritize service requests for HNI clients to ensure a seamless trading experience.
Operations & Technical Support :_




Assist clients with Angel One Demat account queries and back-office processes.
Resolve questions related to Mutual Funds, Trading, and general Investment strategies.
Revenue Growth :_
Identify opportunities to offer insurance products tailored to client needs.
Cross-sell and up-sell services based on the client's financial goals.

Required Skills & Qualifications :
Market Knowledge :A solid understanding of the Stock Market, Trading, and Mutual Funds.
Communication : Excellent verbal and written communication skills (Marathi ,Hindi Fluent Communication Mandatory English Optional).
Customer-Centric : A "people person" who enjoys solving problems and helping others succeed.
Tech-Savvy : Comfortable using Telegram, Zoom, and Demat account platforms (specifically Angel One).
Sales Mindset : Ability to approach customers for recent leads and meet targets for insurance sales.

Pay: ₹12,000.00 - ₹18,000.00 per month

Work Location: In person

📌 Customer Relationship Executive Nashik
🏢 Growup Investment Solutions
📍 Nashik