– Relationship Executive / Senior ExecutiveLocation: Pune (Work from Office)

Open Positions: 7

Experience: 1–3 Years Preferred

About the RoleWe are looking for a energetic, self-motivated and result-oriented Relationship Executive / Senior Executive with a basic understanding of the stock market. The role involves acquiring new 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