Job Description – Relationship Executive / Senior Executive

Location: Pune (Work from Office)

Open Positions: 7

Experience: 1–3 Years Preferred

About the Role

We 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 current 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 recent 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