Walk-in || Relationship Manager

Client Acquisition

Client Acquisition from open-market sourcing.

Drive account opening for Demat, Equity, Commodity, and Currency trading segments.

Ensure active client onboarding and activation for trading and investment purposes.

Revenue Generation

Generate revenue from all products linked to sourced clients, including broking turnover, margin, and third-party products.

Meet monthly revenue and productivity benchmarks set by the branch.

Third-Party Product Sales

Cross-sell a range of investment products, including:

• SIPs
• Mutual Funds
• Insurance Products
• Value Packs / ACE / TGS

Client Relationship Management

Build strong relationships with clients to improve engagement, trading activity, and product usage.

Understand customer investment needs and recommend suitable solutions.

Provide prompt support to resolve service issues and maintain customer satisfaction.

Monitoring & Reporting

Maintain daily and weekly reports on client acquisition, product sales, and revenue generation.

Share regular performance updates with Sales/Branch Manager.