Relationship Manager/ Broking Executive

As a Broking Executive, your primary role will involve managing and maintaining relationships with existing clients. Understanding client needs and providing suitable investment advice will be crucial to your success. You will be responsible for executing buy/sell orders in equities, derivatives, and other financial instruments. Additionally, managing and servicing a portfolio of clients while building strong relationships with them will be a key aspect of your job. Your key responsibilities will include providing real-time market updates and investment recommendations to clients. Regularly monitoring client portfolios and suggesting changes based on market trends will also be part of your daily tasks. Ensuring compliance with SEBI and exchange regulations at all times and maintaining proper records of trades, client interactions, and follow-ups will be essential to your role. Furthermore, you will be expected to assist in account opening and KYC documentation processes, as well as resolve client queries related to trading, funds, and technical issues. Maintaining high levels of client satisfaction and retention will be crucial for the success of your clients and the company. In terms of qualifications, the ideal candidate for this position should have at least a Higher Secondary (12th Pass) education. A minimum of 1 year of experience as a Broking Executive is required for this role. The job type for this position is full-time and the work location is in person at Kalyan, Maharashtra. If you are willing to commute or relocate to this location, it will be preferred. If you are looking for a dynamic role where you can utilize your broking expertise and client management skills, this opportunity might be the perfect fit for you.,