- 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 solid 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
Benefits:
- Flexible schedule
- Paid sick time
- Paid time off
- Provident Fund