Creditinsta: Job Title: Relationship Manager - Stock Broking+ Insurance

Location: 102, Green Gold, Sector- 56, Gurgaon, Haryana

Experience: 1 - 4 Years | Openings: 4-5

About the Role

We are hiring Relationship Managers for our Gurgaon Branch. The role is pure client acquisition and revenue generation from Equity, F&O; and Mutual Funds and Insurance vertical.

Key Responsibilities

1. Acquire new clients for Demat & Trading Accounts (Target: 10-15 Accounts / Month)
2. Generate brokerage from Equity, F&O;, and Commodity segments
3. Advise clients on market opportunities, portfolio review and SIP/MF investments
4. Handle walk-in clients and outbound calling on provided leads
5. Ensure KYC, compliance and zero client complaints
6. Cross-sell Mutual Funds, PMS and Insurance…

Creditinsta: Job Title: Relationship Manager - Stock Broking+ Insurance Location: 102, Green Gold, Sector- 56, Gurgaon, Haryana

Experience: 1 - 4 Years | Openings: 4-5

About the Role

We are hiring Relationship Managers for our Gurgaon Branch. The role is pure client acquisition and revenue generation from Equity, F&O; and Mutual Funds and Insurance.

Key Responsibilities

1. Acquire new clients for Demat & Trading Accounts (Target: 10-15 Accounts / Month)
2. Generate brokerage from Equity, F&O;,



and Commodity segments
3. Advise clients on market opportunities, portfolio review and SIP/MF investments
4. Handle walk-in clients and outbound calling on provided leads
5. Ensure KYC, compliance and zero client complaints
6. Cross-sell Mutual Funds, PMS and Insurance products

Candidate Requirements
- Graduate in any stream. MBA / NISM 8 / NISM 10A / NCFM will be an added advantage
- 2+ Years experience in Stock Broking, Banking, Insurance or Financial Sales
- Valuable knowledge of NSE/BSE markets Mutual fund and Insurance
- Strong communication and negotiation skills
- Local candidate from Gurgaon / Delhi NCR preferred

Salary & Benefits:
- Fixed Salary: Rs. 25,000 - Rs. 38,000 per month
- Incentives: 10% to 20% on net brokerage - No Capping
- Career Growth: Sr. RM / Team Leader / Branch Manager in 12-18 months based on performance

Interview Mode: Face to Face at Gurgaon Branch Joining: Immediate Joiners Preferred To Apply: Share your updated CV on WhatsApp (phone hidden) or mail : [email protected]

Pay: ₹19,000.00 - ₹40,000.00 per month

Benefits

- Commuter assistance

Work Location: In person

📌 Relationship Manager (Gurugram)
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📍 Gurugram