Relationship Executive 38 views1 applications


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Relationship Executive

We are seeking a dynamic Relationship Executive to join our team at UpBull Stock Broking Pvt. Ltd. The ideal candidate will have a minimum of 6 months to 5 years of relevant work experience in financial services or stock broking. As a Relationship Executive, you will be responsible for building and maintaining strong relationships with clients, providing exceptional service, and driving business growth.

Responsibilities:

  1. Develop and maintain relationships with existing and potential clients.
  2. Provide personalised investment advice and recommendations based on clients’ financial goals and risk tolerance.
  3. Monitor market trends and provide clients with regular updates and insights.
  4. Collaborate with internal teams to resolve client inquiries and issues promptly.
  5. Identify opportunities for cross-selling and upselling of financial products and services.
  6. Stay updated on industry regulations and compliance standards.
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