Senior Executive/Executive - Stock Broking Sales

Urja Investment Private Limited

we are seeking a motivated and dynamic relationship manager to join our sales & marketing team. the ideal candidate will have exceptional multitasking, communication, and time-management skills, and will be responsible for building strong client relationships, generating leads, and facilitating investment activities within the stockbroking sector.

key responsibilities:

• open and manage trading/demat accounts for clients.

• generate leads through calls and other sources to drive revenue growth.

• build and maintain long-term relationships with clients in the stockbroking and investment sectors.

• communicate regularly with clients to understand their financial goals and preferences.

• address client inquiries and provide timely resolutions to issues and concerns.

• identify and convert new business opportunities to expand the client portfolio.

• prepare and deliver investment performance reports to clients.

eligibility criteria:

• education: mba/bba/finance or any postgraduate degree (preferably in marketing).

• work experience: 2 to 5 years of professional experience in sales & marketing or investment advisory roles.

• skills & competencies:

o proficiency in client relationship management and investment advisory services.

o strong knowledge of market research and sales techniques.

o excellent negotiation skills and ability to close deals.

o familiarity with crm software and other relevant tools.

o superior verbal and written communication skills.

benefits:

• attractive salary package.

• performance-based bonuses.

• complimentary breakfast and lunch.

contact information:

• hr contact: iram (+)

• email:

• website: urja investment pvt ltd

about the company:

urja investment pvt ltd is a leading broking and investment firm that specializes in facilitating transactions of financial instruments for clients.

• Experience

  2 - 6 Years

• No. of Openings

  10

• Education

  B.A, B.C.A, B.Com, BAMS, Bachelor of Hotel Management, B.Sc, B.E, B.Tech, LLB, Any Bachelor Degree

• Role

  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