CRM-ExecutiveIndustry:-Banking, Financial Services, Broking

Job Title : CRM-Executive

Primary Responsibilities:

  • Opening Demat A/C & Trading A/C In the field of  equities &   Commodities
  • Execute trades on live terminal and collect cheques for the traded value from clients.
  • Educate clients about market behavior and encourage them to trade online by themselves.
  • Acquire new clients through references and prospecting.
  • Gather market sentiment through research and data analysis.
  • Monitor BSE/NSE and other international markets’ performance.
  • Provide key clients daily information related to trading and market movements.
  • Execute trades on live terminal and collect cheques for the traded value from clients.
  • Educate clients about market behavior and encourage them to trade online by themselves.
  • Acquire new clients through references and prospecting.
  • Gather market sentiment through research and data analysis.

Desired Skills:

  • Broking, Demat
  • Banking
  • Client Servicing and Client relationship
  • Must be confident with good communication skill
  • Computer savvy.

Required Education :– Bachelor’s degree and above

Experience :– 0 to 1 Years

Other Requirements :– NISM certification Required

Projected Job Growth :– 10%* (securities and financial services sales agents)

Expected Salary :– 1.6 L to 2.0 L per annum

Incentive Opportunity:– Yes

Interview FAQ:-

Courses that may help: Stock Market- Basic , Mutual Fund

Current Openings