Relationship Manager (RM) – Job ProfilePosition: Relationship Manager (Equity & Investment)

Location: Kolkata / Guwahati / Patna / Ranchi / Bhubaneswar / Siliguri

- Job ResponsibilitiesGenerate new clients through calls, references and meetings.
- Open Demat & Trading Accounts.
- Build long-term client relationships.
- Increase Equity Brokerage Revenue.
- Cross-sell Mutual Funds, SIPs and other approved investment products.
- Conduct client meetings and investment awareness sessions.
- Follow up with inactive clients and improve activation.
- Achieve monthly revenue and client acquisition targets.
- Maintain CRM and daily activity reports.
- Follow all SEBI and company compliance guidelines.
- EligibilityGraduate (Preferred)
- Good communication skills (English/Hindi/Regional Language)




- Sales experience preferred (Freshers with learning attitude may apply)
- Willing to work with targets.
- Skills RequiredClient Relationship Management
- Sales & Negotiation
- Communication
- Basic Computer Knowledge
- Learning Attitude
- Team Player
- SalaryFixed Salary + Attractive Incentives + Growth opportunities

Career PathRM → Senior RM → Branch Leader → Cluster Manager → Regional Manager → Vice President

Preferred Candidates: Local candidates from the respective city who are willing to undergo professional training before joining the assigned branch.

📌 Personal Secretary (Patna)
🏢 Abhijit Roy
📍 Patna