Job Title: CUSTOMER Relationship EXECUTIVE Shivam stock broking company (regional business partner Sharekhan) Position: Customer relationship executive (CRE) Job Description As a Customer Relationship Executive at Share Khan Pvt. Ltd., your primary responsibility will be to re-engage and activate dormant client accounts, ensuring they become active and engaged users of our financial services. This role is crucial in maintaining and expanding our client base in the banking and trading sector. · AREA OF RESPONSIBILITY · Maintaining healthy relations with the client. · Communicating with existing clients on calls & fixing appointments · Must attend and handle client meetings. · Making welcome calls to the clients in order to impart all the relevant information related to them. · Ensure outstanding customer satisfaction by maintaining strong working relationships. having banking ( finance) sector experience PERSONAL skills: · A strong knowledge of financial systems and the market · Good negotiation and communication skills as well as good listening skills are the qualities that will help you to gain a strong grasp in the Capital Markets Qualifications · Prior experience in a similar customer-facing role is preferred. · A graduation in any stream or bachelor's degree in business administration or master in finance 1–2 years in customer service, sales, or relationship management roles, preferably in the banking or trading industry. Salary: 15k to 20k ( PF +incentive ) drop cv on 6299924341 Nidhi Hr
Job Title : FINANCIAL ADVISORY MANAGER AREA OF RESPONSIBILITY: Experience in sales of Insurance , option Trading, Mutual Fund, Third Party Products. · Support in selling of share khan products and Advisory Products like Mutual Fund and LAS/LAMF ,Commodity broking , equity broking through business partner · Portfolio Doctoring support for franchisee clients. · Investment Query Resolution · Visits to Outlet of business partner in Bihar · Relationship building. · HNI Client Meet along with franchises & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc · Client training physical and webinar requirement: · Good Communication and leadership skills. · Fast learner & Adaptive · Equity / MF Knowledge/ other financial product · Derivative & other certifications of NISM Travel reimbursement as per actual. SALARY & PACKAGE Salary from 20000+ 25000 + Performance incentive contact HR - 06299924341