Job Details
Location: Royapettah, Chennai
Experience: 1–4 Years
Qualification & Certification: UG & NISM certification preferred, or willingness to complete the certification after joining.

Key Responsibilities
Revenue Generation: Meet/exceed sales targets for financial products. Maintain client relationships to encourage repeat business and referrals. Recommend suitable products based on client needs.
Current Client Acquisition: Generate leads via prospecting, networking, events. Conduct a minimum of two direct client meetings per week. Ensure smooth onboarding and account activation.
Client Relationship Management: Build and maintain trust-based long-term client relationships. Conduct daily quality advisory video calls. Follow up consistently with prospects and active clients.
Lead Generation: Direct prospecting, networking, referrals, events, and digital presentations.
Technical Support: Assist clients with onboarding, KYC, trading, or platform issues. Collaborate with internal teams to resolve operational challenges.




Data Management & Reporting: Maintain records of product execution, leads, follow-ups, and conversions. Prepare performance reports to identify opportunities.
System Proficiency: RM, Tech Excel, DP Backend, trading terminals, and internal tools.
Skill Development: Enhance product knowledge, market understanding, communication, and public speaking skills. Present to large audiences through seminars, events, and Google Meet sessions.
Cross-Functional Collaboration: Coordinate with Bond, KYC, and Operations teams to ensure seamless client service.
Adaptability & Execution: Execute management strategies effectively. Quickly adapt to current products, policies, and organizational goals.

Job Types: Regular / Permanent, Full time, Fresher

Pay: ₹17,000.00 - ₹35,000.00 per month

Benefits:
Cell phone reimbursement
Health insurance
Provident Fund

Work Location: In person

📌 Relationship Manager Royapettah
🏢 Aionion Investment Services Private
📍 Royapettah