Relationship Manager

Role & responsibilities

• Acquire new clients and open Demat & Trading Accounts.
• Generate revenue through Opening up the Demat Account.
• Build and maintain strong relationships with retail, & corporate clients.
• Provide investment ideas, market updates, and trading opportunities to clients..
• Increase client activation and trading volume.
• Handle client queries and provide prompt resolutions.
• Ensure compliance with regulatory and company guidelines.
• Follow up with inactive clients and increase engagement.
• Coordinate with research and dealer teams to provide better customer service.
• Call Now- Payal- [phone removed]

Preferred candidate profile

• strong communication and relationship-building skills.
• Knowledge of Equity, Derivatives, Commodities, and Capital Markets.
• Sales and target-oriented approach.
• Client handling and negotiation skills.
• Ability to understand market trends and investment products.