Job Description

Position:

CRM Executive

Location:

[Your Location]

Industry:

Stock Broking & Investments

Experience:

2-4 Years (in stock broking / trading / financial services CRM)

About the Role

We are looking for a

Client Relationship Management (CRM) Executive

with proven experience in the

stock broking and investment sector

. The role involves managing client onboarding, servicing, and retention while ensuring compliance with SEBI norms.

Key Responsibilities

Manage

client onboarding

, account opening (Demat & trading), and documentation. Handle client queries related to

equity, derivatives, mutual funds, and investment platforms

. Maintain client records in CRM software and ensure

regular follow-ups

. Ensure

100% compliance with KYC, AML, and SEBI regulations

. Coordinate with sales and advisory teams to deliver an excellent client experience. Build and maintain

long-term client relationships

.

Requirements

Mandatory: NISM Certification (Series VII / VIII / Equity Derivatives / Research Analyst)

. 2-4 years of experience as

CRM / Client Servicing Executive in stock broking, wealth management, or investment advisory

. Strong knowledge of

capital markets, trading platforms (NSE/BSE/MCX), and Demat accounts

. Familiarity with

compliance norms, and SEBI guidelines

. Excellent communication & interpersonal skills (ability to handle HNIs and retail clients). Proficiency in MS Office & CRM tools (Zoho, Salesforce, or broking CRMs).

Why Join Us?

Work in a fast-growing

stock broking & investment firm

. Direct exposure to

capital markets & trading platforms

. Attractive salary + performance incentives. Career growth with opportunities for

advanced certifications

.
Job Type: Full-time

Pay: ₹22,000.00 - ₹25,000.00 per month

Benefits:

Leave encashment Paid sick time
Experience:

Stock Broking: 2 years (Required)
License/Certification:

NISM VIII certification (Required)
Work Location: In person

Speak with the employer

+91 9063151406
Application Deadline: 16/09/2025