Location: Bhubaneswar

Job Types: Full-time

Job Description :

The Relationship manager is responsible for driving business growth by acquiring new clients, managing existing relationships for Equities (D-Mat/Trading accounts) and promote our products and services.

Key Responsibilities:

- Acquire new clients through direct sales efforts, networking, and referrals.
- Develop and execute strategies to increase client base and revenues across financial products.
- Manage and grow relationships with clients by understanding their financial needs and offering suitable solutions.
- Meet assigned sales targets for revenue and client acquisition.
- Coordinate with internal departments for seamless client onboarding, KYC, and service support.
- Stay updated with market trends, regulatory changes, and competitor offerings.

Key Skills & Competencies:

- Proven sales track record in financial services, broking, or wealth management.




- Strong client relationship management and interpersonal skills.
- Good understanding of financial markets (equity & deviations).
- Excellent communication and negotiation skills.
- Ability to work independently and as part of a team.
- Result-oriented approach with a solid drive to meet targets.

Skills Required: Sales and acquisition , Relationship Management , Client Relationship , Customer Service.

Experience Range: 1 – 5 years

Qualifications & Experience:

- Graduate/Postgraduate (B.COM, MBA) in Business, or related field.
- Minimum 1 year of experience in financial product sales, preferably in broking or wealth management.

Compensation:

- Competitive salary with performance-based incentives and benefits.

📌 Relationship manager / Assistant relationship manager (India)
🏢 RAY RESEARCHNSULTING
📍 India