– 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 current 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 good communication skills and a solid 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.
Solid 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