Role & responsibilities
Generate recent leads and acquire clients for trading and demat accounts.
Explain stock broking products and investment products & services to potential clients.
Assist clients with account opening and onboarding.
Maintain relationships with existing clients and provide regular support.
Achieve monthly sales and revenue targets.
Cross-sell financial products such as mutual funds, IPOs, bonds, and other investment products.
Follow up with leads through calls, meetings, and digital platforms.
Coordinate with the research and dealing teams to provide relevant market information to clients.
Follow SEBI and company compliance rules while communicating with clients.
Meet & acquire recent Aps.

Required Skills:
Valuable communication and convincing skills.
Sales and relationship-building ability.
Basic knowledge of the stock market and financial products.
Target-oriented and self-motivated.
Ability to handle client queries and follow-ups.

Qualification: Graduate/MBA with relevant sales experience or interest in stock markets and financial services.

📌 Relationship Manager Mumbai (India)
🏢 Gretex Share Broking
📍 India