Relationship Executive / Senior Executive

We are seeking a dynamic, self-motivated and result driven Relationship (Senior)Executive to join our team. This role requires a basic understanding of the stock markets as your role will involve offering company’s financial services as well as selling subscription plans of Company’s business magazine which help our clients maximize their financial potential. As a key member of our organization, you will be responsible for acquiring recent clients and enhancing existing relationships with retail and high net worth individuals. Your primary focus will be to promote and sell equity- based investment products over the telephone.

Location : Pune – Work from office

Responsibilities:

● Achieve monthly targets set by the organization for selling Investment related Services/Products.

● Assess client suitability and offer direct equity/advisory services/ tailored solutions to retail and HNI clients.





● Provide ongoing support and service to clients.

● Retaining and renewing the existing client base.

● Handle customer queries and objections effectively.

Requirements:

● Should have a Graduation Degree.

● SEBI certification - NISM-Series-XV – Research Analyst is mandatory. If not currently certified, then will need to do so within 2 months of joining.

● Should be passionate & aggressive for outbound calling.

● Demonstrated sales background and proven selling abilities.

● Excellent interpersonal and communication skills.

● Proficiency in English, Hindi, and one regional language.

● 1–3 years’ experience preferred in share market, related activity.

Pay: ₹500,000.00 - ₹700,000.00 per year

Benefits:

- Health insurance
- Life insurance
- Provident Fund

Work Location: In person

📌 Relationship Executive (Pune)
🏢 Bharat HR
📍 Pune