Relationship Executive / Relationship Manager

Nivesta Capital

company overview:

capital via is a pure play financial market research and consulting company. we are differentiated by the stature of our diverse team. our 20 years of legacy and values shape our future, helping to strengthen our business and bring value to our clients.

capitalvia fintech private limited (cfpl) is a registered startup operating as a private limited indian non-government company. the company is engaged in the financial services industry.

job role or responsibilities:

• direct sales of demat accounts for axis securities and margin collection for equity, commodity and currency

• revenue generation through brokerage

• handling the team and motivating them to achieve their targets (for experienced candidates)

• to research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios

• resolving complaints and issues efficiently and in a timely manner of customers

• handle and manage hni clients

• cross-sales (training products)

required qualifications:

• any graduation/ postgraduate

• any prior experience in a similar field (broking, investment advisory) is an added advantage

• only work from office

required skill set:

• in depth knowledge about the stock market industry

• should be target oriented

• good marketing skills

• should have the zeal to learn new things/ skills

• good communication skills

• adaptable to dynamic situations

• Experience

  1 - 4 Years

• No. of Openings

  4

• Education

  B.A, B.C.A, B.B.A, B.Com, BAMS, B.Pharma, B.Sc, B.E, B.Tech, Any Bachelor Degree

• Role

  Relationship Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Walk-in interview location

  9th Floor, NRK Business Park, Vijay Nagar, Indore