Roles & Responsibilities

- Handle customer portfolios and recommend appropriate bond and stock investment opportunities.
- Generate sales by convincing clients to choose the right investment products based on their financial goals.
- Maintain and strengthen relationships with existing clients through regular engagement and service support.
- Provide complete broking services such as:

- Opening Demat & Trading Accounts
- Assisting customers in executing trades

• Conduct financial need analysis to offer personalized solutions.
- Promote cross-selling across multiple financial products, including:

- Mutual Funds (SIP)
- General Insurance Products
- Bonds and Equity-Based Investments

• Ensure compliance with regulatory guidelines during all customer interactions.
- Achieve monthly business targets and contribute to overall team performance.
- Maintain proper follow-ups, documentation, and update client information in CRM systems.





Preferred Skills & Requirements
- Strong product knowledge in Insurance Sales, Mutual Fund Sales, Equity/Bond Investments
- Experience in Demat Account Opening and capital market operations
- Excellent communication, convincing, and customer service skills
- Ability to convert leads into business and meet sales targets
- Basic market knowledge and interest in finance & stock market
- NISM Certification preferred (or willing to complete after joining)

Educational Qualification

- Any Graduate / Post Graduate (Finance preferred)

Advantages

- Competitive salary with attractive incentives
- Fast career growth into Relationship Manager roles
- Training support on financial products and regulatory certifications

📌 Relationship Manager (Chennai)
🏢 Aionion Investment Services
📍 Chennai