Job Description:

Role: Relationship Manager

Company: Choice Equity Broking | Location: Pan India | Job Type: Full Time

Job Purpose:
- To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and achieving revenue and asset growth targets while ensuring high-quality client experience.

Job Description:
- New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.
- Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPs, AIFs, Bonds, Unlisted Shares, IAP, and other financial services offered by Choice.
- Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories.
- Client Engagement: Conduct regular client meetings to understand financial needs,



provide suitable investment solutions, and ensure long-term relationship building.

Role Requirements:
- Education: Graduate in any discipline.
- Experience: Minimum 1 year of relevant experience in the Broking, BFSI, NBFC, or Financial Services industry.
- Skills & Competencies:
- Strong product knowledge across Equity, Mutual Funds, Insurance & other investment products
- Strong Client Acquisition & Relationship Management Skills
- Ability to identify client needs and effectively cross-sell/upsell relevant investment and financial products.

Why Join Us?
- Career Growth: Chance to build and grow your career in the dynamic financial services industry.
- Diverse Product Exposure: Work across a wide range of investment and financial products while serving diverse client needs.
- Performance & Rewards: Be part of a performance-driven environment that recognizes achievements and offers opportunities for prof

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