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Recruitment Executive

Published date: 2026/11/10
  • Location: Indore, Madhya Pradesh, India
Roles and responsibilities:
• New client acquisition for Trading and Demat account.
• Revenue generation through brokerage.
• Cross selling of investment products, Equity and Advance brokerage product (as per client's
needs)
• Monitor and review team members' performance and help the team to achieve maximum
business
• Maintaining client relationship
• Remain update about the latest investment products and market trend
• To guide the client about the suitable investment / trading products as per client's profile
• To ensure the achievement of Acquisition Targets of HNI clients, Retail clients.

Skills:
• Should have depth knowledge of all financial products
• Should be target oriented
• Should have good communication, presentation and interpersonal skills
• Should have good telemarketing skills
• Should be self-initiative
• Remain updated about the present market scenario and financial market products and trends
• Should have the zeal to help clients in achieving their financial goals.
Company Name: Capitalvia fintech private limited

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