- Client Acquisition: Identify and approach potential clients to open Demat and Trading accounts
- Lead Generation: Map prospective customers and generate quality sales leads through references, networks, and market research
- Client Interaction: Effectively communicate the benefits of Demat and Trading accounts, addressing client queries and concerns
- Field Visits: Conduct regular visits to meet clients, explain offerings, and close sales
- Reporting: Maintain accurate records of client interactions, leads, and sales activities
- Market Awareness: Stay updated on market trends, financial products, and competitor activities to strategize better

Key Skills & Requirements

- Sales Mindset: Robust passion for achieving and exceeding sales targets
- Communication:



Excellent communication and interpersonal skills to connect with diverse clients
- Field-Ready Attitude: Willingness to travel and conduct field visits regularly
- Client Focus: Ability to build and maintain long-term client relationships

Education: Minimum graduate qualification is mandatory

Experience: Prior experience in field sales or financial services is preferred but not mandatory

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager - Field Sales (Mumbai)
🏢 SCHR Engaging
📍 Mumbai