Walk-in || Fresher Hiring For RM - Advisor - Sales Support

about the Role

We are seeking a dynamic and result-oriented Relationship Manager to drive client acquisition, broking account opening, trading activation, and cross-selling of financial products. The role requires strong relationship-building skills, a customer-centric approach, and a passion for financial markets.

Key Responsibilities

Client Acquisition & Account Opening

• Generate leads through referrals, branch networks, campaigns, cold calling, and other business development activities.
• Acquire new clients and facilitate seamless Demat and Trading Account opening.
• Complete KYC documentation and onboarding formalities.
• Achieve monthly client acquisition and account-opening targets.

Trading Activation & Revenue Generation

• Activate newly acquired clients and drive First Trade conversion.
• Educate clients on trading platforms and investment processes.
• Encourage regular trading activity and increase client engagement.
• Reactivate dormant and inactive client accounts.

Cross-Selling of Financial Products

Generate business opportunities and revenue through:

• Mutual Funds
• IPOs
• Margin Trading Facility (MTF)
• Insurance Products
• Wealth Management Solutions
• Other Investment Products

Relationship Management

• Build and maintain strong relationships with clients.
• Understand client investment requirements and provide suitable solutions.
• Ensure excellent customer service and timely query resolution.
• Coordinate with internal teams to deliver a seamless client experience.
• Maintain regular follow-ups to enhance client retention and engagement.

Educational Qualification

• Graduate in any discipline.

Experience

• Freshers or candidates with up to 2 years of experience in Sales, Banking, Financial Services, Insurance, or Stock Broking.

Skills Required

• Excellent communication and interpersonal skills.
• Strong sales and negotiation abilities.
• Good relationship management and follow-up skills.
• Passion for financial markets and investment products.
• Basic computer and CRM knowledge.
• Ability to work in a target-driven environment.
• Positive attitude and eagerness to learn.

Key Competencies

• Client Acquisition
• Sales & Business Development
• Relationship Management
• Lead Generation & Conversion
• Trading Activation
• Cross-Selling
• Customer Service
• Communication Skills
• Target Achievement
• Ownership & Accountability