Relationship Executive (Stockbroking)

Role: Relationship Executive

Job Location:Trinity Towers, AJC Bose Road, Kolkata – 700 020

Salary: Upto 2,64,000

About Us:

Ashika Stock Services Ltd., with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognised Research Analyst, and an AMFI-certified mutual fund distributor. Headquartered in Kolkata with a strong presence in Mumbai, our team of nearly 300 professionals is committed to delivering client-focused financial solutions. Our digital platform, Dhanush, is designed to simplify and enrich investment experiences, helping clients manage and grow their wealth with ease.

Role Brief:

We are seeking a motivated and results-driven Relationship Executive to join our sales team for Dhanush, our investment and trading platform. In this voice-based role, you will be responsible for engaging with newly registered and existing clients to support initial trading activity, and promote appropriate financial products. The role demands strong communication skills, a consultative sales approach, and the ability to drive revenue by nurturing client relationships and cross-selling relevant financial offerings. This is an excellent opportunity for someone keen to grow in the financial services sector through hands-on sales experience.

Role Responsibilities:

· Conduct outbound calls to newly registered and existing Dhanush clients to drive initial trading activity.

· Clearly explain the benefits, features, and usage of Dhanush’s trading and investment platform.

· Guide clients through their first trade execution and provide assistance with platform navigation if needed.

· Build strong rapport with inactive or underutilised accounts to nurture relationships and increase platform usage.

· Identify client needs and proactively cross-sell suitable financial products to drive revenue.

· Maintain detailed and accurate logs of all client interactions, follow-ups, and account activity in CRM tools.

· Coordinate with internal teams (product, compliance, operations) to ensure smooth service delivery and timely resolution of client concerns.

· Consistently meet or exceed targets related to revenue generation.

Eligibility Criteria:

· Bachelor’s or Master’s degree completed in Business, Finance, Marketing, or a related field

· Minimum 1 year of experience in sales within the stockbroking industry

· Strong verbal and written communication skills in English and Hindi/Bengali

· Confident, persuasive, and customer-oriented approach.

· Knowledge of financial services or an interest in the investment space

Job Type: Full-time

Pay: ₹12,000.00 - ₹22,000.00 per month

Benefits:

• Paid sick time
• Paid time off
• Provident Fund

Schedule:

• Day shift

Application Question(s):

• Are you comfortable working in an onsite role near Minto Park in Kolkata?
• What is your Current CTC?
• How long is your notice Period?
• Do you have work experience in Stockbroking industry?

Work Location: In person

Expected Start Date: 23/06/2025