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 solid 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 workplace

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

Perks:
Paid sick time

Work Location: In person

📌 Relationship Manager – Equity Advisor Lucknow
🏢 Prime Trade
📍 Lucknow