Relationship Manager

Role & responsibilities

• Generate new leads and acquire clients for trading and demat accounts.
• Explain stock broking products and investment products & services to potential clients.
• Assist clients with account opening and onboarding.
• Maintain relationships with existing clients and provide regular support.
• Achieve monthly sales and revenue targets.
• Cross-sell financial products such as mutual funds, IPOs, bonds, and other investment products.
• Follow up with leads through calls, meetings, and digital platforms.
• Coordinate with the research and dealing teams to provide relevant market information to clients.
• Follow SEBI and company compliance rules while communicating with clients.
• Meet & acquire new Aps.

Required Skills:

• Good communication and convincing skills.
• Sales and relationship-building ability.
• Basic knowledge of the stock market and financial products.
• Target-oriented and self-motivated.
• Ability to handle client queries and follow-ups.

Qualification: Graduate/MBA with relevant sales experience or interest in stock markets and financial services.