Role: Relationship Manager (RM) – Sales

Key Responsibilities
Acquire new clients for equity trading, demat accounts, and investment products
Generate revenue through:
Equity / derivatives trading
Mutual funds, Unlisted shares, IPOs, bonds, insurance products
Build and maintain long-term client relationships
Provide market updates, trading ideas, and portfolio suggestions
Cross-sell financial products based on client needs
Ensure high client engagement and satisfaction
Achieve 3× revenue target through sales and client engagement
Generate ₹25 lakh margin from client investments/trading
Open minimum 25 current trading & Demat accounts.

Day-to-Day Work
Promote stock market services through social media platforms
Meeting clients (in-person or virtual)
Tracking market trends (NSE/BSE, global cues)
Coordinating with dealers/research teams for investment advice




Monitoring client portfolios and suggesting actions
Calling leads and converting them into active traders/investors

Key Skills Required
Solid sales and persuasion ability
Good understanding of stock market basics
Communication and relationship-building skills
Target-driven mindset
Basic knowledge of:
Equity markets
Mutual funds
Financial planningEligibility
Graduate (B.Com, BBA, MBA preferred)
Certifications like NISM (Equity/Derivatives) often required or preferred
Experience:
0–2 years (for junior RM)

2–5 years (for experienced RM roles)

Pay: ₹20,000.00 - ₹30,000.00 per month

Perks:
Health insurance
Provident Fund

Work Location: In person

📌 Relationship Manager Sales Puducherry
🏢 Ambalal Shares & Stocks
📍 Puducherry