Customer Relationship Manager

📈 WE ARE HIRING – CAPITAL MARKET EXECUTIVEOptifin Advisors is looking for an experienced and motivated Capital Market Executive with practical knowledge of Trading, Demat, IPOs and Mutual Funds.

We are looking for someone who can independently handle client coordination, trading-related queries and investment processes while having a strong understanding of the capital markets.

• 🔹 Key ResponsibilitiesHandle Demat account opening, KYC and bank detail changes
• Coordinate with clients for documentation and account-related queries
• Assist clients with buying/selling shares and trading orders
• Handle and explain Market, Limit, Stop Loss & Target Orders
• Assist clients with the IPO application process
• Handle Mutual Fund investments and transactions
• Understand and explain SIP basics
• Have working knowledge of MTF (Margin Trading Facility)
• Conduct regular client follow-ups and relationship management
• Resolve basic client queries related to Trading, Demat, IPOs & Investments
• Maintain professional communication and ensure a smooth client experience
• 🔹 Who Can Apply?Minimum 6 months of relevant experience in Stock Broking, Capital Markets, Wealth Management or Financial Services
• Candidates with practical knowledge of Demat, Trading, IPO, Mutual Funds, SIP & MTF
• Strong understanding of basic stock market and trading concepts
• Good communication and client-handling skills
• Ability to coordinate with clients and follow up effectively
• Candidates looking to build a long-term career in Capital Markets / Stock Broking / Wealth Management

Freshers without relevant practical experience are not preferred.

🔹 What We Offer✅ Competitive Salary Package

✅ Practical exposure to Capital Market Operations

✅ Direct client interaction & relationship management

✅ Exposure to Trading, Demat, IPO, Mutual Funds, SIP & MTF

✅ Opportunity for career growth in Stock Broking & Wealth Management

✅ Professional and growth-oriented work environment

📍 Location: Mumbai

💼 Experience: Minimum 6 months – Relevant Capital Market Experience Preferred

🏢 Industry: Stock Broking / Wealth Management / Financial Services

📩 Interested candidates can apply with their updated CV.

Only candidates with genuine Capital Market / Stock Broking experience and practical market knowledge are encouraged to apply.