Job Summary
The Relationship Manager – Sales is responsible for acquiring recent clients and managing relationships with existing clients to drive the sales of Demat & Trading accounts, Mutual Fund, Insurance etc. The role involves understanding client needs, offering suitable financial products, and ensuring high levels of customer satisfaction.
Key Responsibilities
Client Acquisition:
Identify and target potential clients for Demat & Trading accounts.
Conduct awareness programs at institutions to generate leads.
Develop and implement strategies to acquire recent clients.
Client Relationship Management:
Build and maintain long-term relationships with clients.
Provide personalized service to clients and address their needs and queries promptly.
Ensure high levels of client satisfaction and retention.
Sales Targets:
Achieve monthly, quarterly, and annual sales targets.
Cross-sell other financial products and services to existing clients.
Product Knowledge:
Stay updated on the latest developments in the stock market and financial products.
Educate clients about the perks and features of Demat & trading accounts and related services along with Mutual Fund’s & Insurance.
Compliance and Documentation:
Ensure all client documentation is complete and accurate.
Adhere to regulatory and compliance guidelines while conducting sales activities.
Reporting:
Prepare and submit regular sales reports to the General Manager.
Track and analyze sales performance and suggest improvements.
Customer Support:
Provide after-sales support to clients.
Resolve any issues or concerns clients may have regarding their Demat accounts. Qualifications:
Bachelor’s degree in Finance, Business Administration, or a related field.
Proven experience in sales, preferably in the financial sector with a full time Sto