Optifin Advisors Private Limited

Stock Market Relationship Executive

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. 6 monthsMin. 6 months
Basic EnglishBasic English

Job highlights

9 applicants

9 applicants

Job Description

📈 Build Your Career in Capital Markets

Optifin Advisors is hiring a Capital Market Relationship Executive to join our team in Mumbai.

We are specifically looking for candidates with experience or practical exposure to Stock Broking, Capital Markets, Equity Trading, Demat Accounts, Mutual Funds or related financial services.

⚠️ This is NOT a general Customer Relationship / Telecalling role. Candidates with relevant Capital Market or Stock Broking experience are preferred.

💼 What You'll Do

  • Assist clients with Demat account opening and KYC
  • Handle client queries related to Equity & Stock Market
  • Assist clients with buying and selling shares
  • Explain Market, Limit & Stop-Loss orders
  • Guide clients through IPO applications
  • Assist clients with Mutual Fund investments & SIPs
  • Explain basic MTF (Margin Trading Facility)
  • Assist clients with bank detail changes and account-related requests
  • Maintain regular client follow-ups
  • Build and maintain strong client relationships
  • Coordinate with internal teams to resolve client queries

🎯 Who We're Looking For

Minimum 6 months of relevant experience in:

✔ Capital Markets

✔ Equity / Share Market

✔ Wealth Management

✔ Financial Services

✔ Demat / Trading Operations

✔ Mutual Fund / Investment Services

⭐ Skills Required

  • Good understanding of Equity & Stock Market basics
  • Knowledge of Demat & Trading Accounts
  • Understanding of Market, Limit & Stop-Loss Orders
  • Basic knowledge of IPO, Mutual Funds, SIP & MTF
  • Strong communication and client-handling skills
  • Good follow-up and relationship management skills
  • Ability to explain financial products clearly to clients

🚀 Why Join Optifin Advisors?

📈 Work directly in the Capital Markets & Financial Services ecosystem

📚 Gain practical exposure to Equity, IPOs, Mutual Funds & Trading

🤝 Develop professional client-management skills

💰 Fixed Salary + Performance Incentives

🚀 Opportunity for career growth based on performance

📢 Interested?If you already have experience in Stock Broking, Capital Markets or Financial Services and want to grow your career in client relationship management, apply now.

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
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 6 months
Education
Education12th Pass
Skills
SkillsCommunication
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 0.5 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 16 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!