Client Relationship Manager (Full Time)

Ask And Serve Financial Services Pvt Ltd
Key Skills

Client Services Executive Office Assistant Email Writing Data Administrator Sales Promoter Microsoft Excel Equity Dealer Demat Customer Calling Cold Calling

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Job Description

Profile

* Trading on behalf of the clients, Placing Order on trading terminal.

* Cross sell of other products

* Building relationships with clients & educating them about Investments

* Client meetings and opening demat account

* Handling multiple office queries and reporting on time

* Maintaining Proper records of data, email

* Follow and maintain legal compliance as per communications

* Accomplish given targets

Other Details

* Must be graduate in any specialization

* Age limit - Max 35

* 1-5 years Equity /broking industry sales exp.

* NISM certification.

* Good Communication Skill

* Knowledge of Microsoft Office

  • Experience

    0 - 2 Years

  • No. of Openings

    4

  • Education

    Graduate (B.Com)

  • Role

    Client Relationship Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    Shop No 3, Krish square, ground floor, alwar bypass road bhiwadi-301019

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About Ask And Serve Financial Services Pvt Ltd

About the Company and Its Growth Prospects

Ask and Serve Financial Services Pvt. Ltd. is a customer-focused financial services firm and an authorized franchisee of Kotak Securities Ltd. The company provides a wide range of investment and trading solutions including equity, derivatives, mutual funds, IPOs, and other wealth management products. Leveraging the strong brand, technology, and research capabilities of Kotak Securities, Ask and Serve Financial Services delivers reliable, transparent, and compliant services to retail and HNI clients.

With increasing financial awareness, rising participation in capital markets, and growing demand for professional advisory services, the company is well positioned for sustainable growth. Its emphasis on long-term client relationships, ethical practices, and expansion of its client base through digital and relationship-driven channels offers significant scalability and strong future growth prospects.
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