Relationship Manager - Demat Account Opening

Roles and Responsibilities :

• Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Process transactions such as demat accounts, equity settlements, and other financial services in a timely manner.
• Meet sales targets by upselling/cross-selling relevant products to existing clients.

Job Requirements :

• 0-5 years of experience in brokerage or dealer sales industry.
• Strong understanding of demat accounts, equity markets, and financial products (NISM certification preferred).
• Excellent communication skills for effective relationship management with clients.
• Ability to work independently with minimal supervision.