CRM Executive

Position: CRM Executive
Location: [Your Location]
Industry: Stock Broking & Investments
Experience: 2–4 Years (in stock broking / trading / financial services CRM)

About the Role

We are looking for a Client Relationship Management (CRM) Executive with proven experience in the stock broking and investment sector. The role involves managing client onboarding, servicing, and retention while ensuring compliance with SEBI norms.

Key Responsibilities

• Manage client onboarding, account opening (Demat & trading), and documentation.
• Handle client queries related to equity, derivatives, mutual funds, and investment platforms.
• Maintain client records in CRM software and ensure regular follow-ups.
• Ensure 100% compliance with KYC, AML, and SEBI regulations.
• Coordinate with sales and advisory teams to deliver an excellent client experience.
• Build and maintain long-term client relationships.

Requirements

• Mandatory: NISM Certification (Series VII / VIII / Equity Derivatives / Research Analyst).
• 2–4 years of experience as CRM / Client Servicing Executive in stock broking, wealth management, or investment advisory.
• Strong knowledge of capital markets, trading platforms (NSE/BSE/MCX), and Demat accounts.
• Familiarity with compliance norms, and SEBI guidelines.
• Excellent communication & interpersonal skills (ability to handle HNIs and retail clients).
• Proficiency in MS Office & CRM tools (Zoho, Salesforce, or broking CRMs).

Why Join Us?

• Work in a fast-growing stock broking & investment firm.
• Direct exposure to capital markets & trading platforms.
• Attractive salary + performance incentives.
• Career growth with opportunities for advanced certifications.

Job Type: Full-time

Pay: ₹22,000.00 - ₹25,000.00 per month

Benefits:

• Leave encashment
• Paid sick time

Experience:

• Stock Broking: 2 years (Required)

License/Certification:

• NISM VIII certification (Required)

Work Location: In person

Speak with the employer
+91 9063151406Application Deadline: 16/09/2025