Relationship Manager

Position: Relationship Manager

Department: Sales

Industry: Stock Broking / Financial Services

Experience: 0–3 Years

Location: Indore

Employment Type: Full-Time

Job Summary

We are looking for a dynamic and target-oriented Relationship Manager cum Sales Executive to join our team. The candidate will be responsible for acquiring new clients, maintaining existing client relationships, generating brokerage/business, and promoting the company’s broking and financial products.

Key Responsibilities

- Generate new leads through calling, references, networking, and other sources.

- Acquire new clients and assist them with the account opening process.

- Explain stock market, trading, investment, and other financial products/services offered by the company.

- Build and maintain strong relationships with clients.

- Regularly follow up with prospective and existing clients.

- Generate business and achieve assigned brokerage/sales targets.

- Identify opportunities for increasing client activity and business.

- Handle client queries and coordinate with relevant teams for timely resolution.

- Maintain accurate client and lead information in CRM.

- Conduct regular follow-ups for fund requirements, trading activity, and service-related matters.

- Prepare daily/weekly sales and performance reports.

- Ensure professional communication and proper client servicing.

- Follow company policies and applicable compliance requirements.

Required Skills

- Good communication and interpersonal skills.

- Strong convincing and negotiation skills.

- Sales and client acquisition skills.

- Lead generation and follow-up.

- Customer relationship management.

- Target and result-oriented approach.

- Basic knowledge of the stock market and financial products.

- Basic knowledge of MS Excel and CRM.

- Self-motivated and confident personality.

Qualification

Graduation in any stream preferred. Candidates with experience in stock broking, financial services, banking, investment, or sales will be preferred.

Preferred Candidate

Candidates who are confident, energetic, target-oriented, and interested in building a career in Stock Broking, Sales, and Relationship Management are encouraged to apply.