CRM (Client Relationship Manager) - Share & Broker Firm

1 years

1 - 4 Lacs

Posted:1 week ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

CRM (Client Relationship Manager) - Share & Broker Firm

  • Language: FLUENT ENGLISH ONLY(Excellent verbal communication is mandatory)
  • We are urgently hiring Client Relationship Managers (CRM) for our Share & Brokerage Firm located in Ambala Cantt.

Key Responsibilities

  • Client Management: Build and maintain strong relationships with clients (existing and potential) regarding their trading and investment needs.
  • Sales & Service: Effectively manage client portfolios, provide updates on market trends, and cross-sell relevant financial products (equity, mutual funds, etc.).
  • Communication: Handle client queries and grievances professionally and efficiently via phone, email, and in-person meetings.
  • Documentation: Ensure all client onboarding and transactional documentation is accurate and compliant with regulatory standards.

Requirements & Compensation

  • Education: B.Com / Any GraduateExperienceFreshers or Experienced candidates welcome.
  • Preferred Background: Candidates with prior experience in Banking Sales or as a Relationship Manager (RM) will be preferred.
  • Language: FLUENT ENGLISH ONLY (Excellent verbal communication is mandatory)
  • Location: Ambala Cantt
  • Salary: ₹15,000 to ₹35,000 per month (Depending on experience and interview performance)

Ideal Candidate

  • A sharp, articulate, and target-driven individual with a strong understanding of financial markets and a passion for client service.

Job Types: Full-time, Permanent, Fresher

Pay: ₹15,000.00 - ₹35,000.00 per month

Benefits:

  • Leave encashment

Ability to commute/relocate:

  • Ambala, Haryana: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

  • Are you fresher/experienced in the share market support?____

Education:

  • Bachelor's (Required)

Experience:

  • Share Market: 1 year (Preferred)

Language:

  • Fluent English (Required)

Work Location: In person

Speak with the employer
+91 7404091623

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