Relationship Manager

We are looking for an energetic and result-oriented Relationship Manager to join our team at Sharekhan Ltd. The candidate will be responsible for acquiring new clients, managing existing client relationships, and promoting a range of financial products and investment solutions.

Key Responsibilities

• Acquire new clients through field visits, references, calling, networking and other business development activities.
• Build and maintain strong relationships with existing clients.
• Assist clients with Demat & Trading Account opening and complete the required documentation and onboarding process.
• Generate business in Equity/Share Trading, Mutual Funds, Life Insurance and other financial products.
• Understand clients' financial requirements and provide suitable investment solutions.
• Educate clients about trading, investment products, mutual funds and market-related opportunities.
• Coordinate with clients for account activation and ensure a smooth onboarding experience.
• Follow up with prospective clients and convert leads into active customers.
• Achieve monthly and quarterly business and revenue targets.
• Maintain regular contact with clients and identify opportunities for cross-selling and up-selling.
• Ensure high levels of customer service and client satisfaction.
• Stay updated with financial markets, investment products and company offerings.

Key Skills Required

• Client Acquisition & Business Development
• Relationship Management
• Equity / Share Market Knowledge
• Mutual Funds
• Demat & Trading Account Opening
• Life Insurance
• Sales & Cross-Selling
• Lead Generation & Conversion
• Good Communication & Negotiation Skills
• Customer Relationship Management
• Target-Oriented Approach

Candidate Profile

• Graduate or equivalent qualification preferred.
• Candidates with experience in Stock Broking, Mutual Funds, Banking, Insurance or Financial Services will be preferred.
• Freshers with good communication skills and a strong interest in financial markets may also apply.
• Good interpersonal and communication skills.
• Self-motivated, confident and target-oriented.
• Ability to develop and maintain long-term client relationships.

Compensation & Benefits

• Fixed Salary: 25,000-35000 per month
• Performance-Based Slab Incentives
• Travel Allowance
• Mobile Allowance
• Opportunity to build a career in the financial services and wealth management industry.

Job Type: Full-time
Industry: Financial Services / Stock Broking
Role: Relationship Manager