Executive - Ahad
Jainam Broking Limited
- Location
- Ahmedabad, Gujarat, India
- Job type
- Full-time
Required skills
- account management
- client satisfaction
- compliance
- CRM
- interpersonal skills
About the role
Jainam Broking Limited
Website:
jainam.in
Job details:
Jainam Broking Limited
Location
Ahmedabad
Department
Ahad - Sales - JBL
Employment Type
Full-time
Applications Received
6
Closes On
16 Nov, 2025
Key Responsibilities
Client Relationship Management:
- Build and maintain long-term client relationships.
- Ensure high levels of client satisfaction and retention.
Financial Advisory
- Understand clients' financial needs, risk tolerance, and investment goals.
- Recommend suitable stock market products and services.
Customer Support
- Address client queries and resolve issues via phone, email, or chat.
Account Management
- Assist clients in opening Demat and trading accounts.
- Ensure a smooth onboarding process.
Market Updates And Insights
- Provide regular updates on stock market trends and investment opportunities.
- Share portfolio performance reports.
Cross-Selling
- Identify and recommend additional products and services to enhance portfolios.
Collaboration
- Work with the research and advisory team for personalized investment solutions.
Target Achievement
- Meet monthly and quarterly sales targets by converting leads into active clients.
Compliance
- Ensure adherence to regulatory guidelines.
- Maintain accurate records of client interactions.
Education
Qualifications and Skills
- Bachelor’s degree in Finance, Commerce, or related field.
Experience
- Fresher or Minimum 1 year in financial services, stock markets, or relationship management.
Technical Knowledge
- Understanding of stock market products, trading platforms, and investment strategies.
Soft Skills
- Strong communication and interpersonal skills for effective client engagement.
Tools Proficiency
- Proficiency in CRM tools and virtual communication platforms.
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