Job description

Role & responsibilities

- Acquire new clients for equity trading, Demat accounts, and investment products :

- Generate revenue through:

- Equity / derivatives trading

- Mutual funds, Unlisted shares, IPOs, bonds, insurance products

- Build and maintain long-term client relationships

- Provide market updates, trading ideas, and portfolio suggestions :

- Cross-sell financial products based on client needs

- Ensure high client engagement and satisfaction

- Achieve 3 revenue target through sales and client engagement

- Generate 25 lakh margin from client investments/trading

- Open minimum 25 current trading & Demat accounts.

Day-to-Day Work

- Promote stock market services through social media platforms
- Meeting clients (in-person or virtual)
- Tracking market trends (NSE/BSE, global cues)
- Coordinating with dealers/research teams for investment advice




- Monitoring client portfolios and suggesting actions
- Calling leads and converting them into active traders/investors

Key Skills Required

- Robust sales and persuasion ability

- Good understanding of stock market basics :

- Communication and relationship-building skills

- Target-driven mindset

- Basic knowledge of:

- Equity markets

- Mutual funds

- Financial planning

Pay: ₹130,000.00 - ₹250,000.00 per year

Benefits :

- Cell phone reimbursement
- Health insurance
- Provident Fund

Education :

- Bachelor's (preferred)

Language :

- English (preferred)

Location :

- Salem, Tamil Nadu (Salem) (preferred)

Work Location: In person

📌 Relationship Manager - Sales (Salem)
🏢 Ambalal Shares & Stocks
📍 Salem