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Relationship Officer

Fresher   Madurai   19 Jun, 2026
Job LocationMadurai
EducationNot Mentioned
SalaryNot Disclosed
IndustryBroking
Functional AreaSecurities TradingEquity Research
EmploymentTypeFull-time

Job Description

    • Follow up & convert clients
    • Source & Explain benefits & close deals daily
    • Handle account opening process
    • Execute trades & keep clients actives
    • Reaching out to potential clients to explain the demat account benefits.
    • Guiding clients through the account setup process.
    • Collecting and verifying necessary documents.
    • Ensuring compliance with company policies and regulations.
    • Previous experience in customer service or sales is preferred.
    • Achieve monthly targets by opening a minimum of 6 Demat accounts.
    • Strong communication skills and basic knowledge of financial products are important.
    • Proficiency with computers and standard office software is needed.
    • We offer training, a competitive salary, and career growth opportunities.
    Skills Needed:
    • Basic Computer skill ( MS Office, E-mail )
    • Cold calling
    • Client follow-up & trade support
    • Good Communication ( Tamil & English )
    • Mail Writing
    • Previous experience in customer service or sales is preferred
    • com, BBA, M.com, MBA Finance background degree is preferred BA & Bsc also can apply.

Keyskills :
inbound salesoutbound marketingmarket researchsales

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