Religare Security Limited
Website:
religareonline.com
Job details:
Company Description Religare Broking Limited (RBL), a wholly owned subsidiary of Religare Enterprises Limited, is one of India’s leading full-service broking houses with a presence in over 400 cities and a strong, diverse customer base. The company focuses on making capital markets more accessible and building long-term relationships with investors across experience levels. Religare Broking simplifies complex financial products and market dynamics, offering effortless investing solutions for both first-time investors and seasoned traders. Backed by robust research, a comprehensive range of products and services, and cutting-edge technology, the organization provides personalized, customer-centric solutions and seamless experiences. More information is available on their website and through SEBI-registered disclosures and disclaimers.
Role Description This is a full-time, on-site Sales Associate role based in JB Nagar Chakala Andheri East. The Sales Associate will engage with prospective and existing clients to promote broking and investment products, explain service offerings, and support account opening and onboarding. Responsibilities include understanding customer financial needs, recommending suitable products, and assisting with basic queries related to trading and investment services. The role involves daily follow-ups on leads, maintaining customer records, coordinating with internal teams for smooth service delivery, and meeting sales and revenue targets. The Sales Associate is expected to uphold regulatory and company guidelines while delivering a professional, customer-focused experience.
Qualifications
- Strong customer service and relationship-building skills, with the ability to understand and respond to diverse investor needs.
- HNI Sales, negotiation, and persuasion capabilities to convert leads into active clients and achieve performance targets.
- Clear verbal and written communication skills for explaining financial products and processes in an accessible manner.
- Basic knowledge of capital markets, trading, and investment products; willingness to learn and stay updated on market trends.
- Comfort with using computers, digital platforms, and CRM tools for lead management and documentation.
- Ability to work in a fast-paced, target-driven environment with strong organizational and time management skills.
- Minimum educational qualification: graduate degree in any discipline; a background in finance, commerce, or business is an advantage.
- Prior experience in broking, financial services, banking, or retail sales is preferred but not mandatory.
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