Job Title: Relationship Manager - Client Acquisition (Field Sales)

Location: Durgapur Branch

Job Summary

The Relationship Manager is responsible for acquiring recent clients through field sales, opening Demat and Trading Accounts, and building long-term customer relationships. The role requires meeting sales targets by promoting the company's financial products and investment services.

Key Responsibilities

Acquire new clients through field visits, referrals, and lead generation.

Open Demat and Trading Accounts for eligible customers.

Explain the features and benefits of Demat and Trading Accounts.

Complete KYC documentation and ensure accurate account-opening procedures.

Cross-sell financial and investment products offered by the company.

Build and maintain strong relationships with clients.





Conduct regular follow-ups to activate and engage new accounts.

Achieve monthly client acquisition and business targets.

Ensure compliance with company policies and regulatory requirements.

Eligibility

Bachelor's degree (Graduation) is mandatory.

Experience in field sales, client acquisition.

Required Skills:
Strong communication and interpersonal skills.

Client acquisition and relationship management.

Sales and negotiation skills.

Knowledge of Demat account opening and KYC processes is an advantage.

Basic computer proficiency and willingness to travel for field sales.

Employment Type

Full-time

Work Location: In person

📌 Relationship Manager (Durgapur)
🏢 PEERLESS SECURITIES
📍 Durgapur