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Customer Relations Officer

Stockology Securities

Indore, Madhya Pradesh, India · 全职

抢先申请

经验
任何
薪水
INR 13,000 – INR 27,000 / month
职位空缺
1
发布
4天前
工作模式
在办公室
恢复
需要申请

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职位描述

Job Overview

The role involves actively sourcing new clients and managing relationships to promote Demat and Trading Accounts with a goal to meet monthly acquisition and revenue objectives.

Key Responsibilities

  • Identify and secure prospective clients through lead generation and conversion from marketing efforts, referrals, and other channels.
  • Meet set monthly targets both in client acquisition and revenue growth.
  • Drive brokerage income via facilitating client trading activities.
  • Guide clients through account opening processes and ensure completion of KYC documentation.
  • Maintain updated client records ensuring compliance with regulatory standards.
  • Adhere strictly to SEBI, stock exchange, and company policy compliance.

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