Job Title: Relationship Manager
Location: Madurai
Job Openings: 5
Experience: 1 – 4 Years
Salary: Rs.3 LPA – Rs.6 LPA (Based on Experience + Incentives)
Industry: BFSI (Broking & Insurance Domain)
Roles & Responsibilities
Handle customer portfolios and recommend appropriate bond and stock investment
opportunities.
Generate sales by convincing clients to choose the right investment products based on their financial goals.
Maintain and strengthen relationships with existing clients through regular engagement and service support.
Provide complete broking services such as:
- Opening Demat & Trading Accounts
- Assisting customers in executing trades
Conduct financial need analysis to offer personalized solutions.
Promote cross-selling across multiple financial products, including:
- Mutual Funds (SIP)
- General Insurance Products
- Bonds and Equity-Based Investments
Ensure compliance with regulatory guidelines during all customer interactions.
Achieve monthly business targets and contribute to overall team performance.
Maintain proper follow-ups, documentation, and update client information in CRM systems.
Preferred Skills & Requirements
- Strong product knowledge in Insurance Sales, Mutual Fund Sales, Equity/Bond Investments
- Experience in Demat Account Opening and capital market operations
- Excellent communication, convincing, and customer service skills
- Ability to convert leads into business and meet sales targets
- Basic market knowledge and interest in finance & stock market
- NISM Certification preferred (or willing to complete after joining)
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹60,000.00 per month
Benefits:
- Health insurance
- Provident Fund
- Work from home
Work Location: In person
