Key Responsibilities • Acquire recent retail clients for equity trading and investment products. • Understand client needs and recommend suitable financial solutions (Equity, F&O;, Mutual Funds, SIPs, etc.). • Guide clients through account opening, KYC, and trading activation. • Provide regular follow-up, portfolio reviews, and service support. • Achieve monthly sales and activation targets. • Maintain client records and ensure high client satisfaction.

Key Responsibilities

• Develop and maintain strong B2B relationships with partners, sub-brokers, and corporate clients.

- Identify, onboard, and manage new business acquisition opportunities in the financial and stock broking domain.
- Achieve sales and revenue targets through effective client engagement and business expansion strategies.
- Coordinate with internal departments to ensure smooth account setup and client servicing.
- Conduct regular market analysis to identify potential business leads and competitor trends.

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹30,000.00 per month

Benefits

- Provident Fund

Work Location: In person

📌 Relationship Manager (Surat)
🏢 ZippyEcom Services
📍 Surat