A Customer Relationship Manager (CRM) in the share market or stockbroking industry is responsible for maintaining relationships with clients and helping them use investment and trading services effectively.
Main Job Roles
- Acquire new clients for trading and investment accounts.
- Maintain relationships with existing customers.
- Explain stock market products such as equities, mutual funds, bonds, IPOs, and derivatives.
- Assist clients with account opening, KYC, and trading platform usage.
- Resolve customer queries and service issues.
- Monitor client portfolios and inform clients about relevant market opportunities.
- Coordinate with research and advisory teams to provide market insights.
- Achieve sales and revenue targets set by the company.
- Ensure compliance with regulatory requirements.
Required Skills
- Good communication and relationship-building skills.
- Basic knowledge of the stock market and investment products.
- Customer service and sales skills.
- Ability to analyze client needs and suggest suitable products.
- Knowledge of trading platforms and financial markets.
Pay: From ₹13,000.00 per month
Benefits:
Work Location: In person
