Optifin Advisors Private Limited

Customer Relations Manager

Optifin Advisors Private Limited
Ghatkopar West, Mumbai Metropolitan Region
₹20,000 - ₹25,000 monthly

Fixed

₹20,000 - ₹25,000

Earning Potential

₹25,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years
Basic EnglishBasic English

Job highlights

2 applicants

2 applicants

Job Description

### Customer Relationship Executive – Hiring Requirement


We are looking for an experienced **Customer Relationship Executive** with practical knowledge of **Stock Market, Demat, Trading, IPOs, Mutual Funds, SIP and MTF**.


* Handle **Demat account opening, KYC and bank detail changes**.

* Coordinate with clients for required documents and account-related queries.

* Assist clients with **buying/selling shares and trading orders**.

* Explain **Stop Loss, Target, Market & Limit Orders**.

* Guide clients through the **IPO application process**.

* Assist clients with **Mutual Fund investments and transactions**.

* Understand and explain the basics of **MTF (Margin Trading Facility)**.

* Explain **SIP basics** and assist clients with starting SIPs.

* Strong communication, follow-up and client-handling skills required.

* Prior experience in **Stock Broking / Wealth Management / Financial Services** preferred.

* **Location:** Mumbai.


**Important:** Candidate should have practical knowledge and be confident in guiding clients on **Demat, Trading, IPO, MF, SIP and MTF**.

Job role

Work location
Work locationOffice No. 805, 8th Floor, Rajhans Helix 3 LBS Marg, Near Shreyas Signal, Ghatkopar West, Mumbai – 400086 Ghatkopar West, Mumbai Metropolitan Region
Department
DepartmentSales & BD
Role / Category
Role / CategorySales Support & Operations
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years
Education
Education12th Pass
English level
English levelBasic English
Gender
GenderAny gender

About company

Name
NameOptifin Advisors Private Limited
Address
AddressOffice No. 805, 8th Floor, Rajhans Helix 3 LBS Marg, Near Shreyas Signal, Ghatkopar West, Mumbai – 400086 Ghatkopar West, Mumbai Metropolitan Region
Job posted by Optifin Advisors Private Limited

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You can expect a minimum salary of 20,000 INR and can go up to 25,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have studied 12th Pass and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Mumbai at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 10 Sept 2026. For more details, download apna app and find Full Time jobs in Mumbai . Through apna, you can find jobs in 64 cities across India. Join NOW!