Position- Relationship Manager
Exp- 2 to 3 Years
Notice Period- Immediate Joiner- 60 days
Working days/ Timing- 5.5 days (9 am to 6 pm)
Location- Jalna, Maharashtra
Skills- New client acquisition experience in broking/financial services, Revenue target achievement, Margin/fund collection experienceCross-selling ability
About the Role:
We're looking for a target-driven Relationship Manager to acquire and grow a client base for our broking and third-party product (TPP) business — managing everything from new account activation to margin collections and cross-selling investment products.
Key Responsibilities:
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Acquire new clients and activate trading accounts
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Drive revenue across Broking (Equity) and TPP (Insurance, PMS, Mutual Funds)
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Collect trading margins through both online and offline (cheque/RTGS) modes
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Work client databases for activation, reactivation, and retention
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Cross-sell Insurance, PMS, and Mutual Fund (Lumpsum/SIP) products to existing clients
Key Skills:
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Proven experience in client acquisition within broking/financial services
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Strong track record of achieving revenue and collection targets
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Cross-selling ability across investment and insurance products
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Disciplined, database-driven approach to client management
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Good negotiation and follow-up skills
