Manager – Client Relationship – Stock Broking Firm (1-5 yrs) at Accencis India Recruitment and HR Company

Posted 1 year ago
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Job Description


Job Summary

Looking for a Client/ Relationship/ Service Executive for a Stock Broking Company. He/ She has to manage customers with respect to shares trading, equity, mutual funds, IPOs and other financial instruments through online or in house interaction.

Coordinate with Motilal Oswal’s HO for on going business practice.

– Responsibilities and Duties :

– Research on clients folio- Doing secondary research on investment ideas suggested by client in equity, mutual funds, IPOs & other financial instruments thru web

– Co-coordinating with central research – Co-ordinations with central research team in Head office for proper dissemination of news & views

– Customer Service – Ensuring all branch processes are followed as per guidelines, Co-coordinating with RTAs / AMCs to ensure timely submission of forms, Regular portfolio updates to clients, Assisting RMs in cross-selling & upselling

Qualifications and Skills :

– B.Com/ M.Com/ MBA/ CA/CS interns

– 6 months to 2 years of… experience

– Good understanding of Share Market

– Good communication skills

Benefits :

– 5 Days a week

– 9 AM to 5 PM office hours