Key Responsibilities

- Acquire new clients and generate business through direct sales, references, calls, and field activities.

- Build and maintain solid relationships with existing and prospective clients.

- Generate leads and convert prospects into active Demat and trading account clients.

- Understand clients' requirements and explain relevant stock-broking products and services.

- Encourage clients to actively use trading and investment platforms.

- Achieve monthly business, client acquisition, and revenue targets.

- Follow up with leads and maintain regular client communication.

- Coordinate with internal teams for smooth client onboarding and service support.

- Maintain accurate records of client interactions and business activities.

- Ensure professional and compliant communication with clients.

Eligibility

- Qualification:



Any Graduate / MBA

- Experience: 1+ year in stock broking, financial services, sales, or related field preferred.

- Strong communication and interpersonal skills.

- Good knowledge/interest in the stock market.

- Strong sales and client-handling abilities.

- Target-oriented and self-motivated.

Key Skills

- Client Relationship Management

- Sales & Business Development

- Lead Generation & Conversion

- Stock Market Knowledge

- Communication & Negotiation

- Customer Handling

- Target Achievement

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits

- Provident Fund

Work Location: In person

📌 Relationship Manager (Coimbatore)
🏢 MSE FINANCIAL SERVICES
📍 Coimbatore