Role & responsibilities :-

- Acquire new clients through open market sourcing, referrals, and networking.
- Build and maintain strong relationships with existing and prospective clients.
- Understand clients' financial goals and recommend suitable investment solutions.
- Promote and sell financial products such as Mutual Funds, SIPs, PMS, AIFs, Bonds, Insurance, Demat & Trading Accounts.
- Achieve monthly and quarterly sales, revenue, and AUM targets.
- Generate new business and increase Assets Under Management (AUM).
- Cross-sell and up-sell financial products to existing clients.
- Conduct regular client meetings, portfolio reviews, and follow-ups.
- Maintain accurate client records and update CRM regularly.
- Stay updated on market trends, investment products, and regulatory guidelines.




- Coordinate with internal teams to ensure smooth onboarding and service delivery.
- Ensure compliance with company policies and regulatory requirements.
- Retain clients by providing proactive financial advisory and relationship management

Preferred candidate profile :-

- Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
- Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
- Positive knowledge of broking within the financial services industry.
- Prior experience in the broking industry is a plus.

📌 Relationship Manager (Telangana)
🏢 Credicus Business Services
📍 Telangana