Executive - Ahad

Job Description

Jainam Broking Limited 1 day ago Location Ahmedabad Department Ahad - Sales - JBL Employment Type Full-time Applications Received 1 Closes On 26 Jun, 2025 Key Responsibilities Client Relationship Management: Build and maintain long-term client relationships. Ensure high levels of client satisfaction and retention. Financial Advisory Understand clients' financial needs, risk tolerance, and investment goals. Recommend suitable stock market products and services. Customer Support Address client queries and resolve issues via phone, email, or chat. Account Management Assist clients in opening Demat and trading accounts. Ensure a smooth onboarding process. Market Updates And Insights Provide regular updates on stock market trends and investment opportunities. Share portfolio performance reports. Cross-Selling Identify and recommend additional products and services to enhance portfolios. Collaboration Work with the research and advisory team for personalized investment solutions. Target Achievement Meet monthly and quarterly sales targets by converting leads into active clients. Compliance Ensure adherence to regulatory guidelines. Maintain accurate records of client interactions. Education Qualifications and Skills Bachelor’s degree in Finance, Commerce, or related field. Experience Fresher or Minimum 1 year in financial services, stock markets, or relationship management. Technical Knowledge Understanding of stock market products, trading platforms, and investment strategies. Soft Skills Strong communication and interpersonal skills for effective client engagement. Tools Proficiency Proficiency in CRM tools and virtual communication platforms. Show more Show less