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 transparent path to bigger accounts and bigger earnings.

What you'll do:
Build and maintain solid 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 solid 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
Skilled, 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

Benefits:
Paid sick time

Work Location: In person

📌 Relationship Manager – Equity Advisor Lucknow
🏢 Prime Trade
📍 Lucknow