We are looking for a dynamic and target-driven Relationship Manager to acquire current clients, maintain strong customer relationships, and promote stock broking and investment products. The ideal candidate should have knowledge of financial markets, excellent communication skills, and the ability to achieve business targets.
Key Responsibilities
Acquire new clients through cold calling, references, and digital leads.
Open Demat and Trading accounts.
Cross-sell financial products including:
Mutual Funds
SIPs
IPOs
Bonds
Insurance
PMS & AIF (where applicable)
Generate brokerage revenue through active client engagement.
Maintain relationships with existing clients and increase trading volume.
Provide market updates and investment prospects.
Assist clients with trading platform usage.
Coordinate with the dealing desk and customer support team.
Ensure compliance with SEBI, Exchange, and company policies.
Meet monthly acquisition and revenue targets.
Resolve customer queries promptly.
Required Skills
Excellent communication skills
Robust sales and negotiation abilities
Relationship management
Customer handling
Knowledge of stock markets
Understanding of Demat & Trading accounts
Basic technical & fundamental market knowledge
Lead generation
CRM management
Microsoft Excel