Job Description – Relationship Manager (Stock Broking / Demat Account Sales)

**Position:** Relationship Manager – Demat Account Sales
**Industry:** Stock Broking / Financial Services
**Experience:** 1–3 Years

**Locations:** Surat | Ahmedabad | Jaipur
**Employment Type:** Full-time

Role Overview

We are looking for an energetic and target-oriented **Relationship Manager** to drive Demat account acquisition and stock broking sales. The candidate will be responsible for generating leads, converting prospects into clients, and building strong relationships with existing and potential investors.

Key Responsibilities

* Generate new clients for **Demat and Trading account opening** through calls, references, field visits, and other channels.
* Achieve monthly sales and account-opening targets.
* Explain the company's stock broking products, trading platforms, investment services, and account features to prospective clients.
* Follow up with leads and convert prospects into active customers.
* Maintain strong relationships with clients and provide regular support.
* Identify opportunities for cross-selling investment and financial products.
* Maintain accurate records of leads, prospects, conversions, and client interactions.
* Stay updated on market trends and basic knowledge of equity, mutual funds, IPOs, and other investment products.
* Ensure compliance with company policies and applicable KYC/account-opening processes.

Candidate Requirements

* **1–3 years of experience** in stock broking, Demat account sales, BFSI, financial services, or related sales roles.
* Experience in **Demat/Trading account acquisition** will be preferred.
* Strong communication and convincing skills.
* Target-oriented with a strong sales mindset.
* Ability to generate leads through both online and offline channels.
* Good relationship-building and client-handling skills.
* Basic understanding of the stock market and investment products.
* Graduate in any discipline preferred.

Compensation & Benefits

* Attractive incentives linked to sales performance.
* Opportunity to build a career in the stock broking and financial services industry.
* Professional growth and learning opportunities.