Job TitleRelationship Manager – Sales (Equity Broking)

LocationBhubaneswar / Cuttack / (Branch Location)

Employment TypeFull-Time

Job SummaryWe are looking for a dynamic and target-driven Relationship Manager to acquire new clients, build long-term relationships, and drive revenue through the sale of financial products including Demat & Trading Accounts, Mutual Funds, IPOs, Bonds, Insurance, and Margin Funding. The ideal candidate should have strong communication skills, knowledge of capital markets, and a passion for sales.

- Key ResponsibilitiesAcquire current clients through cold calling, references, field sales, digital leads, and networking.
- Open Demat and Trading accounts and ensure smooth client onboarding.
- Cross-sell financial products such as Mutual Funds, IPOs, Bonds, Insurance, and Loan Against Securities.
- Generate brokerage revenue by increasing client trading activity.
- Maintain strong relationships with existing clients and ensure high retention.
- Provide market updates and investment ideas in coordination with the research team.
- Achieve monthly acquisition, activation, and revenue targets.
- Conduct client meetings, seminars, and investor awareness programs.
- Ensure KYC, SEBI,



and exchange compliance for all client activities.
- Maintain CRM records and submit daily sales and activity reports.
- EligibilityGraduate in any discipline (Finance/Commerce preferred).
- 0–3 years of experience in Broking, Banking, NBFC, Insurance, or Financial Sales.
- NISM Certification preferred (or willingness to obtain).
- Good understanding of Equity Markets and Financial Products.
- Excellent communication, negotiation, and relationship-building skills.
- Proficiency in MS Excel and CRM applications.
- Preferred SkillsClient Acquisition
- Lead Generation
- Equity Market Knowledge
- Financial Product Sales
- Cross-selling
- Relationship Management
- Target Achievement
- Customer Service
- Sales Negotiation
- Time Management
- Key Performance Indicators (KPIs)Monthly Demat Account Opening Target
- Revenue/Brokerage Generated
- Client Activation Rate
- Trading Volume
- Cross-sell Revenue
- Client Retention
- Customer Satisfaction Score
- Salary & BenefitsFixed Salary + Attractive Incentives
- Performance Bonus
- PF & ESIC (as applicable)
- Career Growth Opportunities
- Continuous Learning & Market Training

📌 Relationship Manager (Cuttack)
🏢 Choice International
📍 Cuttack