Customer Relationship Management Executive

Company Description:

Abstox, a brand of Asnani Stock Broker Pvt Ltd., is an ISO 9001:2008 certified company established in 2007. Our mission is to provide comprehensive financial solutions with dedicated customer service and value for money to our clients. We follow a customer-centric approach, offering customized solutions with a team of experienced executives in equities and commodities broking. Our goal is to deliver timely, accessible equity, commodity, and depository services, leveraging the latest technology for total customer satisfaction.

Role Description:

This full-time, on-site role based in Mumbai requires a CRM Executive responsible for managing account openings for clients. The Executive will liaise with potential clients, providing information about our services, assisting with account setup, and ensuring compliance with regulatory requirements. Additionally, they will maintain client relationships, addressing inquiries, and providing support as. needed.

Responsibilities:

1. Manage the account opening process for clients, ensuring all required documentation is completed accurately and efficiently.

2. Educate potential clients on our services, including equity, commodity, and depository offerings.

3. Assist clients with account setup, including platform navigation and configuration.

4. Maintain detailed records of client interactions and account openings, ensuring compliance with regulatory requirements.

5. Address client inquiries and provide support throughout the account opening process.

6. Collaborate with internal teams to streamline processes and enhance the client experience.

7. Stay updated on industry trends and regulatory changes affecting account opening procedures.

Qualifications:

1. Bachelor's or Master's degree in Commerce, Economics, Business Administration, or a related field.

2. Previous experience in a similar role within a brokerage or financial institution.

3. Strong knowledge of financial markets and investment products.

4. Excellent communication, interpersonal, and negotiation skills.

5. Ability to work independently and collaboratively in a fast-paced environment.

6. Familiarity with trading platforms and account management systems.

7. Compliance with relevant regulations and licensing requirements as per location.

Asnani Stock Broker Pvt Ltd. is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply,