Relationship Manager – Equity Advisor (Lucknow)

Relationship Manager – Equity Advisor (Lucknow)

16 Aug
|
Prime Trade
|
Lucknow

16 Aug

Prime Trade

Lucknow

Prime Trade Solutions, a Bajaj Broking Master Franchise, is hiring an experienced Relationship Manager to build and grow a portfolio of investment clients in Lucknow.

What you'll do:
- Build and maintain strong 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:
- Age 26 years and above
- 4–6 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
- Ability to work in a target-driven, client-focused environment

Compensation: Fixed salary plus an attractive incentive structure, with total earning potential up to ₹50,000/month. Growth opportunities opportunities within the Bajaj Broking network.

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

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