Relationship Manager | Prime Trade Solutions (Bajaj Broking Master Franchise) | Lucknow
Pay: Fixed salary + attractive incentives, total earning potential up to ₹50,000/month
Ready to move up from telecalling or junior sales into full-fledged client relationship management? If you're young, driven, and want to grow fast in investment services, this role is for you. Build and grow a portfolio of investment clients in Lucknow, with a clear path to bigger accounts and bigger earnings.
What you'll do:
- Build and maintain strong relationships with existing and prospective clients
- Identify opportunities for upselling, cross-selling, and portfolio expansion
- Conduct client meetings, presentations, and reviews to ensure high satisfaction and retention
- Understand clients' financial goals and recommend suitable investment solutions
- Monitor market trends, industry developments, and competitor activity
- Collaborate with internal teams to deliver an outstanding client experience
- Maintain accurate records of client interactions, business performance, and market insights
Requirements:
- 1–3 years of experience in Relationship Management, Wealth Management, Financial Services, Investment Advisory, Banking, or Sales
- Excellent communication, negotiation, and client relationship management skills
- Strong understanding of financial markets and investment products — or strong aptitude to learn quickly
- Confident, self-motivated, and target-oriented
Why Join Us:
- Bajaj Broking franchise brand backing
- Attractive incentives & fast career growth
- Hands-on training and skill development
- Professional, supportive work environment
- Performance-based rewards
Selection Process:
- Operations Round
- Final Interview
Work Location: In person
Pay: ₹12,000.00 - ₹50,000.00 per month
Benefits:
Work Location: In person
