Location: Bhubaneswar
Job Types: Full-time
Job Description :
The Relationship manager is responsible for driving business growth by acquiring new clients, managing existing relationships for Equities (D-Mat/Trading accounts) and promote our products and services.
Key Responsibilities:
-
Acquire new clients through direct sales efforts, networking, and referrals.
-
Develop and execute strategies to increase client base and revenues across financial products.
-
Manage and grow relationships with clients by understanding their financial needs and offering suitable solutions.
-
Meet assigned sales targets for revenue and client acquisition.
-
Coordinate with internal departments for seamless client onboarding, KYC, and service support.
-
Stay updated with market trends, regulatory changes, and competitor offerings.
Key Skills & Competencies:
-
Proven sales track record in financial services, broking, or wealth management.
-
Strong client relationship management and interpersonal skills.
-
Good understanding of financial markets (equity & deviations).
-
Excellent communication and negotiation skills.
-
Ability to work independently and as part of a team.
-
Result-oriented approach with a strong drive to meet targets.
Skills Required: Sales and acquisition , Relationship Management , Client Relationship , Customer Service.
Experience Range: 1 – 5 years
Qualifications & Experience:
-
Graduate/Postgraduate (B.COM, MBA) in Business, or related field.
-
Minimum 1 year of experience in financial product sales, preferably in broking or wealth management.
Compensation:
-
Competitive salary with performance-based incentives and benefits.
