Lakshmishree Investment And Securities Ltd.
Relationship Executive
Skills
1 month ago
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Important information
Contract type:
Permanent
Location:
Maharashtra, India
Work mode:
Onsite
Published on:
22 September 2026
What they need
Total years of Experience: 1 to 2 years
Key Responsibilities
- Acquire new clients through networking, referrals, field activities and digital channels.
- Promote Demat and Trading Account openings.
- Generate business for investment products such as equities, mutual funds, IPOs and other financial solutions.
- Build and maintain long-term client relationships.
- Understand customer financial goals and recommend suitable investment opportunities.
- Maintain accurate client data, interactions, and reports in CRM systems.
- Coordinate with internal teams to ensure smooth onboarding and excellent customer service.
Job Type: Full-time
Pay: ₹18,000.00 - ₹22,000.00 per month
Work Location: In person
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