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.