Relationship Manager and Advisor

About the Role

We are seeking a Relationship Manager and advisor, who will be responsible for acquiring new clients and maintaining strong relationships with existing clients. The role involves promoting equity, Commodity and derivatives products, assisting clients with Demat account opening, and driving revenue through financial products. The candidate will work closely with the sales and operations to ensure smooth onboarding and high-quality client service.

Responsibilities

· Acquire new clients and build a strong customer base

· Maintain long-term relationships with existing clients

· Assist clients with the Demat account opening process

· Provide guidance on Equity, Commodity and Derivatives trading

· Generate revenue through trading activities and financial products

· Achieve monthly and quarterly revenue and acquisition targets

Qualifications

· Minimum 1 year of experience in the Stock Broking industry or any other finance industry

· Good understanding of Equity & Derivatives markets

· Knowledge of Demat account opening and client onboarding process

· Strong client acquisition and relationship management skills

· Target-driven with good communication and negotiation skills

Required Skills

· Experience in financial services or stock broking industry

· Strong sales and advisory orientation and revenue generation ability

· Good client handling and interpersonal skills

· Ability to build long-term client relationships

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Preferred Skills

· Experience in financial services or stock broking industry

· Good client handling and interpersonal skills

· Ability to build long-term client relationships

Pay: ₹180,000.00 - ₹360,000.00 per year

Benefits:

• Health insurance
• Paid sick time
• Provident Fund

Work Location: In person