Relationship Manager
Job Description:
Job Title: Relationship Manager – Trading & Demat Account Opening
Employment Type: Full-time
Experience: 1-3 years in Financial Sales/Broking/Investment Banking
Key Responsibilities:
Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts.
Digital On boarding: should be able to on board clients digitally. (DEMAT- Accounts)
Market Research: Stay updated on financial markets, competitor offerings, and regulatory changes to pitch effectively.
Sales Targets: Achieve monthly/quarterly targets for account openings and revenue generation.
Cross-Selling: Promote additional financial products (equity, mutual funds, IPOs) to enhance client engagement.
Compliance: Ensure adherence to SEBI/RBI guidelines and KYC norms during client onboarding.
Desired Skills & Qualifications:
1+ years of experience in BFSI sales, stockbroking, or investment advisory.
Strong network and ability to tap new clients (retail/HNI/businesses).
Excellent communication, negotiation, and persuasion skills.
Basic knowledge of stock markets, trading, and Demat processes.
Self-motivated, target-driven, and comfortable with field sales.
Key Skills :
Company Profile
Established in 1993, this investment boutique offers market intermediation, transaction execution, and financial advisory services to institutions, corporates, high-net-worth individuals, and retail clients. With decades of experience and a strong research team, it combines tradition with innovation to deliver tailored, trustworthy solutions
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