We are looking for an experienced Senior Relationship Manager to manage and grow a portfolio of clients, generate new business, and provide investment and financial solutions based on client requirements.
Key Responsibilities
- Acquire new clients and develop long-term relationships with existing clients.
- Generate revenue through equity broking, mutual funds, insurance, and investment products.
- Manage client portfolios and ensure regular engagement and service.
- Identify cross-selling and up-selling opportunities.
- Achieve monthly targets for revenue, client acquisition, and AUM/margin.
- Conduct client meetings and provide market/investment updates.
- Coordinate with internal teams for smooth account opening and client servicing.
- Maintain strong client relationships and ensure high customer satisfaction.
Candidate Profile
- Graduate/Postgraduate in any discipline.
- 2–6 years of experience in stock broking, wealth management, banking, or financial services.
- Strong communication, sales, negotiation, and relationship-management skills.
- Good knowledge of equity markets and financial products.
- Target-oriented with the ability to independently handle clients and business development.
Pay: ₹25,000.00 - ₹45,000.00 per month
Benefits:
- Flexible schedule
- Health insurance
- Life insurance
- Paid sick time
- Provident Fund
Experience:
- Securities & Exchange Commission: 2 years (Required)
Location:
- Mowa, Raipur, Chhattisgarh (Required)
Work Location: In person
