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 recent 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.
Solid 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