Urja Investment Private Limited

Connaught Place, Delhi

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.

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.

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 (+9266394261) Email: hr@urjablobalinvestment.com Website: Urja Investment Pvt LtdAbout the Company:Urja Investment Pvt Ltd is a leading broking and investment firm that specializes in facilitating transactions of financial instruments for clients.