We are looking for an energetic and result-oriented Relationship Manager to join our team at Sharekhan Ltd. The candidate will be responsible for acquiring recent clients, managing existing client relationships, and promoting a range of financial products and investment solutions.

Key Responsibilities
Acquire new clients through field visits, references, calling, networking and other business development activities.
Build and maintain strong relationships with existing clients.
Assist clients with Demat & Trading Account opening and complete the required documentation and onboarding process.
Generate business in Equity/Share Trading, Mutual Funds, Life Insurance and other financial products.
Understand clients' financial requirements and provide suitable investment solutions.
Educate clients about trading, investment products, mutual funds and market-related opportunities.
Coordinate with clients for account activation and ensure a smooth onboarding experience.
Follow up with prospective clients and convert leads into active customers.
Achieve monthly and quarterly business and revenue targets.
Maintain regular contact with clients and identify opportunities for cross-selling and up-selling.
Ensure high levels of customer service and client satisfaction.




Stay updated with financial markets, investment products and company offerings.

Key Skills Required
Client Acquisition & Business Development
Relationship Management
Equity / Share Market Knowledge
Mutual Funds
Demat & Trading Account Opening
Life Insurance
Sales & Cross-Selling
Lead Generation & Conversion
Good Communication & Negotiation Skills
Customer Relationship Management
Target-Oriented Approach

Candidate Profile
Graduate or equivalent qualification preferred.
Candidates with experience in Stock Broking, Mutual Funds, Banking, Insurance or Financial Services will be preferred.
Freshers with positive communication skills and a strong interest in financial markets may also apply.
Good interpersonal and communication skills.
Self-motivated, confident and target-oriented.
Ability to develop and maintain long-term client relationships.

Compensation & Advantages
Fixed Salary: 25,000-35000 per month
Performance-Based Slab Incentives
Travel Allowance
Mobile Allowance
Opportunity to build a career in the financial services and wealth management industry.

Job Type: Full-time
Industry: Financial Services / Stock Broking
Role: Relationship Manager

📌 Relationship Manager Mumbai
🏢 Paramount Growth & Investment Services
📍 Mumbai