Establish and maintain strong relationships with clients to ensure high levels of satisfaction and retention.
Identify potential clients and help grow the company's client base.
Handle client queries related to trading and investment products.
Promote company products such as mutual funds, PMS, and trading accounts.
Assist clients with account opening, KYC updates, and other service requirements.
Coordinate with the dealing desk and back-office teams for timely client support
Achieve assigned goals within stipulated timelines
Required Skills & Competencies:
Good communication and interpersonal skills.
Basic understanding or interest in stock markets and financial products.
Customer friendly attitude.
Basic computer proficiency (MS Excel, CRM tools).
Ability to work effectively in a target-driven environment
Qualifications:
Graduate (any discipline).
Freshers are welcome.
Why Join Capstocks?
Established SEBI-registered stock broking firm with 35+ years of market presence.
Opportunity to work with experienced market professionals
Performance based incentive structure
Insurance and Provident Fund
Job Type: Full-time
Pay: From ?15,000.00 per month
Benefits:
Health insurance
Paid sick time
Provident Fund
Education:
Bachelor's (Preferred)
Location:
Trivandrum, Kerala (Preferred)
Work Location: In person
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