Relationship Executive
CapitalVia FinTech

  • icon job experience 0 - 2 Years
  • icon job opening 20 Openings
  • icon salary 2.5-4.5 Lac/Yr
  • icon job location Indore

Key Skills

Stock Broker Equity

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Job Description

Roles and responsibilities:

New client acquisition for Trading and Demat account.

Revenue generation through brokerage.

Cross selling of investment products, Equity and Advance brokerage product (as per clients

needs)

Monitor and review team members' performance and help the team to achieve maximum

business

Maintaining client relationship

Remain update about the latest investment products and market trend

To guide the client about the suitable investment / trading products as per clients profile

To ensure the achievement of Acquisition Targets of HNI clients, Retail clients

Experience : 0 - 2 Years

No. of Openings : 20

Education : Any Bachelor Degree

Role : Relationship Executive

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

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About CapitalVia FinTech

CapitalVia Global Research Limited (Investment Advisor) is a pure play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 15 years of legacy and values, shape our future, helping to strengthen our business and bring value to our clients.
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