Invenzee Buildcap Fintech Private Limited

Indore, Madhya Pradesh

Develop and implement strategies to acquire new clients through outbound calls and other lead generation activities. Build rapport and trust with potential clients by understanding their financial goals and risk tolerance. Clearly explain the benefits of investing in the stock market, mutual funds, loans, insurance, and credit cards. Present various investment options, including equities, mutual funds, and PMS, tailored to meet client needs. Guide clients through the account opening process, ensuring a smooth on boarding experience. Maintain regular communication with clients, providing ongoing support and addressing their queries. Monitor client accounts and recommend suitable investment strategies for long-term growth. Achieve individual and team targets for new account openings and trading activit

Relationship Manager - Invenzee Buildcap Fintech Pvt.Ltd.About Us:Invenzee Buildcap Fintech Pvt. Ltd. is a leading financial services company headquartered inIndore, India. We are a sub-broker of Axis Securities, empowering individuals to take controlof their financial futures by providing access to the stock market through convenient andaffordable demat accounts. We also offer a range of other services including portfoliomanagement services (PMS), mutual funds, and more.About the Role:We are seeking a motivated and results-oriented Relationship Manager to join our growingteam. In this role, you will be responsible for building and nurturing relationships withprospective and existing clients, educating them about investment options, andencouraging them to open demat accounts and actively invest in the stock market.Responsibilities: Develop and implement strategies to acquire new clients through outbound callsand other lead generation activities. Establish rapport and trust with potential clients by understanding their financialgoals and risk tolerance. Effectively explain the benefits of opening a demat account and investing in thestock market. Present various investment options, including equities, mutual funds, and PMS,tailored to client needs. Guide clients through the account opening process and ensure a smoothonboarding experience. Maintain regular communication with clients, providing ongoing support andaddressing their queries. Monitor client accounts and recommend suitable investment strategies for longterm growth. Achieve individual and team targets for new account openings and tradingactivity.Sc fddfd fd fbgriobjgbjgongif gd fd df df fd gf fg gf g gQualifications: Bachelor's degree in Business Administration, Finance, or a related field. Minimum 1-3 years of experience in sales or a client-facing role, preferably within thefinancial services industry. Excellent communication, interpersonal, and presentation skil

Back office executive* Inform customer about company's products services and offers.* Identify customer need and wants, clarifying information when air possible.* Ability to be on phone for a dealer system.* Huge incentives use on every Demet opening Plus brokerage.* Should be ready for work from the office on and basic

Back office executive* Inform customer about company's products services and offers.* Identify customer need and want's clarifying information whenever possible.* Ability to be on phone for a dealer system.* Huge incentives use on every Demat opening Plus brokrage.* Should be ready for work from the office on and basic.