We are seeking a dynamic and result-oriented Relationship Manager to drive client acquisition, broking account opening, trading activation, and cross-selling of financial products. The role requires strong relationship-building skills, a customer-centric approach, and a passion for financial markets.
Key Responsibilities
Client Acquisition & Account Opening
- Generate leads through referrals, branch networks, campaigns, cold calling, and other business development activities.
- Acquire recent clients and facilitate seamless Demat and Trading Account opening.
- Complete KYC documentation and onboarding formalities.
- Achieve monthly client acquisition and account-opening targets.
Trading Activation & Revenue Generation
- Activate newly acquired clients and drive First Trade conversion.
- Educate clients on trading platforms and investment processes.
- Encourage regular trading activity and increase client engagement.
- Reactivate dormant and inactive client accounts.
Cross-Selling of Financial Products Generate business opportunities and revenue through:
- Mutual Funds
- IPOs
- Margin Trading Facility (MTF)
- Insurance Products
- Wealth Management Solutions
- Other Investment Products
Relationship Management
- Build and maintain strong relationships with clients.
- Understand client investment requirements and provide suitable solutions.
- Ensure excellent customer service and timely query resolution.
- Coordinate with internal teams to deliver a seamless client experience.
- Maintain regular follow-ups to enhance client retention and engagement.
Educational Qualification
- Graduate in any discipline.
Experience
- Freshers or candidates with up to 2 years of experience in Sales, Banking, Financial Services, Insurance, or Stock Broking.
Skills Required
- Excellent communication and interpersonal skills.
- Strong sales and negotiation abilities.
- Good relationship management and follow-up skills.
- Passion for financial markets and investment products.
- Basic computer and CRM knowledge.
- Ability to work in a target-driven workplace.
- Positive attitude and eagerness to learn.
Key Competencies
- Client Acquisition
- Sales & Business Development
- Relationship Management
- Lead Generation & Conversion
- Trading Activation
- Cross-Selling
- Customer Service
- Communication Skills
- Target Achievement
- Ownership & Accountability
📌 Walk-in || Fresher Hiring For RM - Advisor - Sales Support (Bhatar)
🏢 Jainam Broking
📍 Bhatar
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