Job Title: Relationship Executive – Investment Advisory Location: Indore Experience Required: 0–3 years (Freshers with good communication skills can apply) Qualification: Graduate / Post Graduate in Finance, Business, Economics, or related field Job Overview: We are looking for a dynamic and customer-focused Relationship Executive to join our Share Market Investment Advisory Firm. The role involves building and maintaining strong client relationships, providing investment guidance, and ensuring client satisfaction while meeting business targets. Key Responsibilities: Develop and manage long-term relationships with clients in the stock market and investment domain. Explain our advisory services (equity, commodity, derivatives, mutual funds, etc.) to potential clients. Understand client requirements and suggest suitable investment strategies. Onboard new clients and ensure smooth documentation and KYC process. Maintain regular follow-up with existing clients to ensure service satisfaction and retention. Achieve monthly sales and revenue targets assigned by the management. Coordinate with the research and advisory team to deliver accurate investment recommendations. Handle client queries related to market trends, portfolio performance, and service details. Update clients about new investment opportunities, market developments, and regulatory changes. Key Skills Required: Strong communication and interpersonal skills Basic knowledge of stock market, trading, and investment products Client servicing and relationship management ability Sales and target-oriented mindset Good negotiation and presentation skills Proficiency in MS Office and CRM tools Benefits: Attractive salary + incentives based on performance Opportunity to learn from experienced market advisors Career growth in financial services and wealth management sector Training on investment products and advisory services Job Types: Full-time, Permanent, Fresher Pay: ₹8,086.00 - ₹26,675.18 per month Benefits: Cell phone reimbursement Provident Fund Work Location: In person
Job Title: Relationship Executive – Investment Advisory Location: Indore Experience Required: 0–3 years (Freshers with good communication skills can apply) Qualification: Graduate / Post Graduate in Finance, Business, Economics, or related field Job Overview: We are looking for a dynamic and customer-focused Relationship Executive to join our Share Market Investment Advisory Firm. The role involves building and maintaining strong client relationships, providing investment guidance, and ensuring client satisfaction while meeting business targets. Key Responsibilities: Develop and manage long-term relationships with clients in the stock market and investment domain. Explain our advisory services (equity, commodity, derivatives, mutual funds, etc.) to potential clients. Understand client requirements and suggest suitable investment strategies. Onboard new clients and ensure smooth documentation and KYC process. Maintain regular follow-up with existing clients to ensure service satisfaction and retention. Achieve monthly sales and revenue targets assigned by the management. Coordinate with the research and advisory team to deliver accurate investment recommendations. Handle client queries related to market trends, portfolio performance, and service details. Update clients about new investment opportunities, market developments, and regulatory changes. Key Skills Required: Strong communication and interpersonal skills Basic knowledge of stock market, trading, and investment products Client servicing and relationship management ability Sales and target-oriented mindset Good negotiation and presentation skills Proficiency in MS Office and CRM tools Benefits: Attractive salary + incentives based on performance Opportunity to learn from experienced market advisors Career growth in financial services and wealth management sector Training on investment products and advisory services Job Types: Full-time, Permanent, Fresher Pay: ₹8,086.00 - ₹26,675.18 per month Benefits: Cell phone reimbursement Provident Fund Work Location: In person
Profile -Financial advisor intern Location - Indore vijay nagar Duration - 3 - 6 month Stipend - 3000 to 10000 Financial Advisor Intern – Roles & Responsibilities Assist in sales calls, lead generation, and client follow-ups . Support in client profiling, portfolio reviews, and financial planning . Conduct market research on investments and financial products. Prepare reports, presentations, and proposals for clients. Maintain CRM records, KYC, and compliance documentation . Participate in training, shadowing, and client meetings to gain hands-on learning. Job Type: Internship Contract length: 3 months Pay: ₹3,086.00 - ₹13,134.64 per month Benefits: Cell phone reimbursement Work Location: In person
Profile -Financial advisor intern Location - Indore vijay nagar Duration - 3 - 6 month Stipend - 3000 to 10000 Financial Advisor Intern – Roles & Responsibilities Assist in sales calls, lead generation, and client follow-ups . Support in client profiling, portfolio reviews, and financial planning . Conduct market research on investments and financial products. Prepare reports, presentations, and proposals for clients. Maintain CRM records, KYC, and compliance documentation . Participate in training, shadowing, and client meetings to gain hands-on learning. Job Type: Internship Contract length: 3 months Pay: ₹3,086.00 - ₹13,134.64 per month Benefits: Cell phone reimbursement Work Location: In person