Relationship Manager - Retail / Demat Acquisition

Key Responsibilities

• Acquire new retail customers for Demat and Trading account opening.
• Generate leads through cold calling, references, field visits, networking, digital leads and market mapping.
• Convert prospects into active Demat/Trading customers.
• Explain the company's Equity, Commodity, Currency, Mutual Fund, Insurance and other investment products.
• Complete customer onboarding, KYC and account-opening documentation.
• Activate newly opened accounts and encourage customers to start trading/investing.
• Maintain strong relationships with existing customers and generate repeat business.
• Cross-sell products such as Mutual Funds, SIPs, Insurance, Bonds and Wealth Management solutions.
• Achieve monthly Demat acquisition, revenue, brokerage and business targets.
• Increase customer AUM and wallet share through effective product penetration.
• Follow up with customers regarding account opening, transactions, service requests and investment opportunities.
• Coordinate with operations, dealing, research and other internal teams to ensure smooth customer service.
• Maintain accurate customer records and follow all company and regulatory compliance requirements.

MOFSL postings also emphasize client acquisition, relationship management, revenue/AUM generation and opening Demat/Trading accounts. P Prosple+1

Required Skills

• Excellent communication and convincing skills.
• Strong sales and relationship-management ability.
• Knowledge of stock market, Equity, Demat and Trading accounts.
• Basic understanding of Mutual Funds, SIPs, Insurance and other financial products.
• Ability to generate leads and convert them into customers.
• Target-oriented and comfortable with field sales/telecalling.
• Good follow-up and customer-handling skills.