KEY RESPONSIBILITIES
Attend daily morning strategy meetings and sales discussions.
Acquire new clients through provided database, references, and lead generation activities.
Open Demat and Trading accounts for new customers.
Achieve a minimum target of 8–10 account openings per month.
Generate brokerage revenue through active client engagement and trading activation.
Promote company focus products and investment solutions.
Handle client queries professionally and provide timely solutions.
Build and maintain robust client relationships for repeat business and referrals.
Conduct activities related to client acquisition and financial planning.
Coordinate with internal teams for smooth onboarding and client servicing.
Maintain regular follow-up with existing and prospective clients.
Ensure achievement of business targets and revenue goals.
Stay updated with market trends, financial products, and industry developments.
INCENTIVE & SALARY STRUCTURE
Attractive Fixed Salary + Performance Incentives.
Relationship Managers can earn up to 3X of their salary upon successful achievement of targets.
Incentive structure includes:
Account opening achievement incentives
Access charges
Brokerage-based earnings
High-performing candidates will have strong growth opportunities opportunities within the organization.
DESIRED CANDIDATE PROFILE
Minimum 6 months experience in RM / Sales / Stock Market.
Knowledge of Equity, Commodity & Mutual Funds.
Good communication and client handling skills.
Target-oriented and self-motivated.
QUALIFICATION
Any Graduate / MBA Preferred
NISM Certification will be an added advantage
Pay: ₹15,000.00 - ₹20,000.00 per month
Advantages:
Flexible schedule
Paid sick time
Paid time off
Provident Fund