Role Description
We are hiring Relationship Managers to acquire new clients, manage relationships, and provide investment solutions in equities, derivatives, and mutual funds.
Key Responsibilities:
Client acquisition through field visits, cold calling, and networking
Maintain and grow client relationships
Recommend investment products based on client needs
Execute trades and ensure compliance
Achieve sales targets
Handle client queries and assist with trading platforms
Complete KYC and account opening documentation
Cross-sell other financial products
Eligibility:
Any Graduate
Mandatory: NISM Series VIII
Positive communication & sales skills
Proven ability to meet targets and drive business growth through client acquisition and portfolio management activities.
Ability to analyze market trends and provide effective investment recommendations.
📌 Relationship Manager cum Equity Dealer (Raipur)
🏢 Shri Venkatesh Stock Broker Services India
📍 Raipur
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