Executive - Bhavnagar

As a Client Relationship Executive at Jainam Broking Limited in Bhavnagar, your primary role will involve building and nurturing long-term relationships with clients. You will focus on understanding their financial requirements, risk tolerance, and investment objectives to ensure high levels of client satisfaction and retention. By recommending appropriate stock market products and services, you will provide valuable financial advice to clients. Your responsibilities will include: - Addressing client queries and resolving issues through various communication channels like phone, email, or chat. - Assisting clients in opening Demat and trading accounts to facilitate a smooth onboarding process. - Providing regular market updates and sharing portfolio performance reports with clients. - Identifying and suggesting additional products and services to enhance client portfolios through cross-selling. - Collaborating with the research and advisory team to offer personalized investment solutions to clients. - Achieving monthly and quarterly sales targets by converting leads into active clients. To excel in this role, you must adhere to regulatory guidelines and maintain accurate records of client interactions. A Bachelor's degree in Finance, Commerce, or a related field is required. Preferably, you should have a minimum of 1 year of experience in financial services, stock markets, or relationship management. Technical knowledge of stock market products, trading platforms, and investment strategies is essential. Strong communication and interpersonal skills are crucial for effective client engagement. Proficiency in CRM tools and virtual communication platforms will aid you in performing your duties efficiently.,