Required Skills

Client Relationship Management demat

Work Authorization

  • Citizen

Preferred Employment

  • Full Time

Employment Type

  • Direct Hire

education qualification

  • UG :- - Not Required

  • PG :- - Not Required

Other Information

  • No of position :- ( 1 )

  • Post :- 17th Dec 2022



  1. Acquisition of new clients (Demat / trading A/Cs: Equity/Commodity / Currency).
  2. Selling Investment product like Demat A/c, Insurance.
  3. Maintaining client relationship.
  4. Providing prompt and quality broking services to clients and channel partner.
  5. Remain update about the latest investment products and market trend.
  6. To guide the client about the suitable investment / trading products as per clients profile.
  7. To ensure the achievement of Acquisition Targets of HNI clients, Retail clients, Franchisee.
  8. To ensure the Revenue & Third party products target achievement.


Ideal Candidate:

  1. Should have knowledge of all financial products.
  2. Should be target oriented.
  3. Should have good communication, presentation and interpersonal skills.
  4. Should have good telemarketing skills.
  5. Should be self-initiative, pro-active.
  6. Should have the zeal to help clients in achieving their financial goals.



Required Candidate Profile

1. Education : Graduate (Min)

2. Experience: Sales experience of 3yr (Min) in Demat sales

3. One with a pleasant personality and good communication skill.

4. One with experience in Team leading


Please mail your resume on


You can wattsapp your profile on 8866468954 for immediate revert or you can visit

Plot No.224 Smrati tower 2nd floor Above adhar Seva Kendra MP Nagar Zone 1 bhopal

Company Information