We are looking for an energetic and result-oriented Relationship Manager to join our team at Sharekhan Ltd. The candidate will be responsible for acquiring new clients, managing existing client relationships, and promoting a range of financial products and investment solutions.

Key Responsibilities

- Acquire new clients through field visits, references, calling, networking and other business development activities.
- Build and maintain strong relationships with existing clients.
- Assist clients with Demat & Trading Account opening and complete the required documentation and onboarding process.
- Generate business in Equity/Share Trading, Mutual Funds, Life Insurance and other financial products.
- Understand clients' financial requirements and provide suitable investment solutions.
- Educate clients about trading, investment products, mutual funds and market-related opportunities.
- Coordinate with clients for account activation and ensure a smooth onboarding experience.
- Follow up with prospective clients and convert leads into active customers.
- Achieve monthly and quarterly business and revenue targets.
- Maintain regular contact with clients and identify opportunities for cross-selling and up-selling.
- Ensure high levels of customer service and client satisfaction.




- Stay updated with financial markets, investment products and company offerings.

Key Skills Required

- Client Acquisition & Business Development
- Relationship Management
- Equity / Share Market Knowledge
- Mutual Funds
- Demat & Trading Account Opening
- Life Insurance
- Sales & Cross-Selling
- Lead Generation & Conversion
- Good Communication & Negotiation Skills
- Customer Relationship Management
- Target-Oriented Approach

Candidate Profile

- Graduate or equivalent qualification preferred.
- Candidates with experience in Stock Broking, Mutual Funds, Banking, Insurance or Financial Services will be preferred.
- Freshers with good communication skills and a strong interest in financial markets may also apply.
- Valuable interpersonal and communication skills.
- Self-motivated, confident and target-oriented.
- Ability to develop and maintain long-term client relationships.

Compensation & Benefits

- Fixed Salary: 25,000-35000 per month
- Performance-Based Slab Incentives
- Travel Allowance
- Mobile Allowance
- Opportunity to build a career in the financial services and wealth management industry.

Job Type: Full-time
Industry: Financial Services / Stock Broking
Role: Relationship Manager

📌 Relationship Manager (Mumbai)
🏢 Paramount Growth & Investment Services
📍 Mumbai