– Relationship Manager – Sales

Position: Relationship Manager – Sales (Wealth & Demat Products)

Department: Sales & Business Development

Location: Worli, Mumbai

Job Summary

We are looking for a Relationship Manager to acquire and manage clients and generate business across wealth management and Demat services. The role involves understanding client requirements, promoting financial products, building relationships, and providing end-to-end client support.

Key Responsibilities

- Generate new business through referrals, networking, databases, campaigns, and market outreach.
- Build and maintain relationships with investors, HNIs, corporate clients, and other prospects.
- Promote financial products such as Mutual Funds, Insurance, Unlisted Shares, and other investment products.
- Identify investors holding physical share certificates and generate leads for Physical-to-Demat conversion.
- Educate clients about Demat services, investment products, and the related processes.
- Assist clients with Demat/trading account opening and required documentation.
- Coordinate with internal teams, DPs, RTAs, and other stakeholders for smooth processing.




- Follow up with clients and provide regular support throughout the investment and Demat process.
- Identify cross-selling and upselling opportunities to increase business.
- Achieve assigned sales and revenue targets.
- Maintain records of client interactions, leads, follow-ups, and sales activities.
- Stay updated on financial products, market trends, IPOs, and investment opportunities.

Eligibility & Experience
- Graduate in Finance, Business Administration, Commerce, or any relevant discipline.
- 0–3 years of experience in financial services, wealth management, stock broking, banking sales, or Demat services.
- Freshers with valuable communication skills and a strong interest in sales and financial markets are welcome to apply.
- Candidates with experience in client acquisition, investment product sales, or Physical-to-Demat conversion will be preferred.
- Strong communication, interpersonal, and relationship-building skills.
- Self-motivated, target-oriented, and willing to learn.
- Basic understanding of financial products and capital markets will be an advantage.

📌 Relationship Manager (Mumbai)
🏢 Rurash Financials Private
📍 Mumbai