Responsibilities:

 Develop and implement strategies to acquire new clients through outbound calls and other lead generation activities.

 Build rapport and trust with potential clients by understanding their financial goals and risk tolerance.

 Clearly explain the benefits of investing in the stock market, mutual funds, loans, insurance, and credit cards.

 Present various investment options, including equities, mutual funds, and PMS, tailored to meet client needs.

 Guide clients through the account opening process, ensuring a smooth on boarding experience.

 Maintain regular communication with clients, providing ongoing support and addressing their queries.

 Monitor client accounts and recommend suitable investment strategies for long-term growth.

 Achieve individual and team targets for new account openings and trading activity.

Qualifications:

 Bachelor's degree in Business Administration, Finance, or a related field.





 Freshers and experienced candidates are encouraged to apply.

 Excellent communication, interpersonal, and presentation skills.

 Strong ability to build relationships and develop trust with clients.

 Proficient in MS Office Suite and CRM software.

 Good understanding of basic financial concepts and investment products.

 Passionate about personal finance and helping others achieve their financial goals.

Benefits:

 Market-competitive salary and benefits package (₹15,000 - ₹25,000 per month).

 Opportunity to work in a dynamic and growing company.

 Be part of a supportive and collaborative team environment.

 Earn additional incentives based on performance.

 Gain valuable experience in the financial services industry.

📌 Relationship Manager (Indore)
🏢 Invenzee Buildcap Fintech private
📍 Indore