We are seeking a confident and proactive Pre Sales Executive to join our Mumbai office. Will be responsible for approaching corporate clients via calls and emails, generating interest in our financial seminars, and scheduling appointments for the sales and advisory…
We are looking for a proactive and customer oriented CRM Executive to join our Mumbai team. The role involves managing client relationships, addressing queries related to trading and investments, and ensuring a seamless service experience. The ideal candidate should have…
Processing new client applications and KYC documentation. Opening demat, bank and PMS accounts. Daily trade processing and settlement coordination. Reconciliation of trades and holdings with custodians and brokers. Ensuring compliance with SEBI PMS regulations and internal policies. Timely submission of…