We are seeking a agile 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.
Robust 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 (India)
🏢 Jainam broking
📍 India
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