Relationship Manager – Equity Advisor (India)

Relationship Manager – Equity Advisor (India)

02 Aug
|
Prime Trade
|
India

02 Aug

Prime Trade

India

Relationship Manager | Prime Trade Solutions (Bajaj Broking Master Franchise) | Lucknow

Pay: Fixed salary + attractive incentives, total earning potential up to ₹50,000/month

Ready to move up from telecalling or junior sales into full-fledged client relationship management? If you're young, driven, and want to grow fast in investment services, this role is for you. Build and grow a portfolio of investment clients in Lucknow, with a clear path to bigger accounts and bigger earnings.

What you'll do:

- Build and maintain strong relationships with existing and prospective clients
- Identify opportunities for upselling, cross-selling, and portfolio expansion
- Conduct client meetings, presentations, and reviews to ensure high satisfaction and retention
- Understand clients' financial goals and recommend suitable investment solutions
- Monitor market trends, industry developments, and competitor activity
- Collaborate with internal teams to deliver an outstanding client experience




- Maintain accurate records of client interactions, business performance, and market insights

Requirements:

- 1–3 years of experience in Relationship Management, Wealth Management, Financial Services, Investment Advisory, Banking, or Sales
- Excellent communication, negotiation, and client relationship management skills
- Strong understanding of financial markets and investment products — or strong aptitude to learn quickly
- Confident, self-motivated, and target-oriented

Why Join Us:

- Bajaj Broking franchise brand backing
- Attractive incentives & fast career growth
- Hands-on training and skill development
- Professional, supportive work environment
- Performance-based rewards

Selection Process:

- Operations Round
- Final Interview

Work Location: In person

Pay: ₹12,000.00 - ₹50,000.00 per month

Advantages:

- Paid sick time

Work Location: In person

📌 Relationship Manager – Equity Advisor (India)
🏢 Prime Trade
📍 India

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: relationship manager – equity advisor (india) / india

Subscribe to this job alert:

Get the latest job offers by email for: relationship manager – equity advisor (india) / india