Job Description
– Relationship Executive / Senior ExecutiveLocation: Pune (Work from Office) Open Positions: 7

Experience:
1–3 Years Preferred

About the Role
We are looking for a dynamic, self-motivated and result-oriented Relationship Executive / Senior Executive with a basic understanding of the stock market. The role involves acquiring recent clients, building relationships with retail and HNI clients, and promoting equity-based investment products, financial services and business magazine subscription plans through telephone sales.

Key Responsibilities
• Achieve monthly sales targets for investment-related services and products.
• Acquire new retail and HNI clients through outbound calling.
• Promote and sell equity-based investment products and advisory services.
• Assess client requirements and offer suitable financial solutions.
• Promote the company's business magazine subscription plans.
• Maintain and strengthen existing client relationships.
• Handle customer queries, objections,



renewals and client retention. Requirements
• Graduation is mandatory.
• NISM Series XV – Research Analyst certification is mandatory. Candidates without certification must be willing to obtain it within 2 months of joining.
• 1–3 years of experience preferred, particularly in stock markets or related activities.
• Demonstrated sales experience and proven selling abilities.
• Comfortable with aggressive outbound calling and achieving sales targets.
• Excellent communication and interpersonal skills.
• Proficiency in English, Hindi and at least one regional language.
• Basic understanding of stock markets and financial products.
• Willingness to work from the Pune office. Employment Details
• Role: Relationship Executive / Senior Executive
• Work Mode: Work from Office
•

Location:
Pune
• Vacancies: 7

📌 Relationship Executive (Pune)
🏢 Bharat HR
📍 Pune