Executive - CAD

Jainam Broking Limited

• 2 days ago
  
  

Location

Surat

Department

CAD - JBL

Employment Type

Full-time

Applications Received

2

Closes On

3 Oct, 2026

Job Summary

We are looking for a proactive CAD Executive who will be responsible for calling existing and potential clients, sharing stock market updates, and coordinating with the internal sales/advisory team.

Key Responsibilities

• Make outbound calls to clients for follow-ups and coordination
• Share updates regarding stock market products, services, and offers
• Maintain and update client database regularly
• Coordinate between clients and advisory/sales team
• Handle basic client queries and escalate when required
• Ensure proper documentation of calls and client feedback
  
  

Required Skills

• Good communication and convincing skills
• Basic understanding of stock market / trading terminology
• Comfortable with calling and client interaction
• Basic computer knowledge (Excel, CRM handling preferred)