KEY RESPONSIBILITIES :

 Attend daily morning strategy meetings and sales discussions.

 Acquire new clients through provided database, references, and lead generation activities.

 Open Demat and Trading accounts for new customers.

 Achieve a minimum target of 8–10 account openings per month.

 Generate brokerage revenue through active client engagement and trading activation.

 Promote company focus products and investment solutions.

 Handle client queries professionally and provide timely solutions.

 Build and maintain strong client relationships for repeat business and referrals.

 Conduct activities related to client acquisition and financial planning.

 Coordinate with internal teams for smooth onboarding and client servicing.





 Maintain regular follow-up with existing and prospective clients.

 Ensure achievement of business targets and revenue goals.

 Stay updated with market trends, financial products, and industry developments.

CANDIDATE PROFILE :

 Minimum 6 months experience in RM / Sales / Stock Market.

 Knowledge of Equity, Commodity & Mutual Funds.

 Positive communication and client handling skills.

 Target-oriented and self-motivated.

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

- Provident Fund

Work Location: In person

📌 Relationship Manager (India)
🏢 DailyGong Financial Services
📍 India