Relationship Manager
Shri Hr Consultants · Ahmedabad · onsite · Posted 63d ago
₹1.5L - ₹4.5L PA0–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
# Job Description – Relationship Manager (Stock Broking / Demat Account Sales)
**Position:** Relationship Manager – Demat Account Sales
**Industry:** Stock Broking / Financial Services
**Experience:** 1–3 Years
**Locations:** Surat | Ahmedabad | Jaipur
**Employment Type:** Full-time
## Role Overview
We are looking for an energetic and target-oriented **Relationship Manager** to drive Demat account acquisition and stock broking sales. The candidate will be responsible for generating leads, converting prospects into clients, and building strong relationships with existing and potential investors.
## Key Responsibilities
* Generate new clients for **Demat and Trading account opening** through calls, references, field visits, and other channels.
* Achieve monthly sales and account-opening targets.
* Explain the company's stock broking products, trading platforms, investment services, and account features to prospective clients.
* Follow up with leads and convert prospects into active customers.
* Maintain strong relationships with clients and provide regular support.
* Identify opportunities for cross-selling investment and financial products.
* Maintain accurate records of leads, prospects, conversions, and client interactions.
* Stay updated on market trends and basic knowledge of equity, mutual funds, IPOs, and other investment products.
* Ensure compliance with company policies and applicable KYC/account-opening processes.
## Candidate Requirements
* **1–3 years of experience** in stock broking, Demat account sales, BFSI, financial services, or related sales roles.
* Experience in **Demat/Trading account acquisition** will be preferred.
* Strong communication and convincing skills.
* Target-oriented with a strong sales mindset.
* Ability to generate leads through both online and offline channels.
* Good relationship-building and client-handling skills.
* Basic understanding of the stock market and investment products.
* Graduate in any discipline preferred.
## Compensation & Benefits
* Attractive incentives linked to sales performance.
* Opportunity to build a career in the stock broking and financial services industry.
* Professional growth and learning opportunities.
**Position:** Relationship Manager – Demat Account Sales
**Industry:** Stock Broking / Financial Services
**Experience:** 1–3 Years
**Locations:** Surat | Ahmedabad | Jaipur
**Employment Type:** Full-time
## Role Overview
We are looking for an energetic and target-oriented **Relationship Manager** to drive Demat account acquisition and stock broking sales. The candidate will be responsible for generating leads, converting prospects into clients, and building strong relationships with existing and potential investors.
## Key Responsibilities
* Generate new clients for **Demat and Trading account opening** through calls, references, field visits, and other channels.
* Achieve monthly sales and account-opening targets.
* Explain the company's stock broking products, trading platforms, investment services, and account features to prospective clients.
* Follow up with leads and convert prospects into active customers.
* Maintain strong relationships with clients and provide regular support.
* Identify opportunities for cross-selling investment and financial products.
* Maintain accurate records of leads, prospects, conversions, and client interactions.
* Stay updated on market trends and basic knowledge of equity, mutual funds, IPOs, and other investment products.
* Ensure compliance with company policies and applicable KYC/account-opening processes.
## Candidate Requirements
* **1–3 years of experience** in stock broking, Demat account sales, BFSI, financial services, or related sales roles.
* Experience in **Demat/Trading account acquisition** will be preferred.
* Strong communication and convincing skills.
* Target-oriented with a strong sales mindset.
* Ability to generate leads through both online and offline channels.
* Good relationship-building and client-handling skills.
* Basic understanding of the stock market and investment products.
* Graduate in any discipline preferred.
## Compensation & Benefits
* Attractive incentives linked to sales performance.
* Opportunity to build a career in the stock broking and financial services industry.
* Professional growth and learning opportunities.
Sourced from naukri
Skills
Demat AccountDemat Account SellingDemat Account Opening