We are looking for a Relationship Manager with experience in stock broking and financial services. Candidate should have worked with reputed broking firms like Angel One or Motilal Oswal Financial Services and possess strong client handling, sales, and relationship management skills.
Key Responsibilities
- Handle and manage existing client relationships
- Acquire new clients for Demat & Trading accounts
- Cross-sell financial products:
- Mutual Funds
- Insurance
- IPO
- Bonds
- PMS / Wealth products
- Generate brokerage revenue through client trading
- Assist clients with investment and market-related queries
- Maintain regular follow-up with clients
- Achieve monthly sales and revenue targets
- Coordinate with internal departments for smooth client servicing
- Maintain CRM and client database
Required Skills
- Good knowledge of Equity, Commodity, and Financial Markets
- Strong communication and convincing skills
- Client relationship management
- Sales & target achievement ability
- Basic knowledge of NSE/BSE products
- Good Excel and reporting knowledge
Pay: ₹25,000.00 - ₹40,000.00 per month
Benefits:
- Flexible schedule
- Paid time off
Ability to commute/relocate:
- Kharghar, Navi Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Experience in stock broking industry preferred ?
Experience:
- Stock Market: 1 year (Preferred)
License/Certification:
- NISM certification (Required)
Work Location: In person
