Client Acquirers

2 days ago


Thiruvananthapuram Trivandrum Cochin Kochi Ernakulam Indore, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000
Job Description

As a Relationship Manager, you will be responsible for acquiring new demat and trading accounts through direct sales and other methods.

  • Building and maintaining relationships with clients to understand their investment needs and provide personalized solutions.
  • Identifying new business opportunities within assigned client clusters and cross-selling financial products such as mutual funds, PMS, AIF, and insurances.
  • Providing excellent customer service and addressing queries from key clients to ensure retention.
Required Skills and Qualifications
  • Strong communication and interpersonal skills.
  • Ability to analyze market trends and identify sales opportunities.
  • Knowledge of financial products and services.
Benefits
  • Opportunity to grow in a dynamic industry.
  • Competitive compensation and benefits package.
  • Chance to develop strategic plans and initiatives to grow the business.
Others

The ideal candidate will have a strong understanding of the financial industry and be able to work effectively in a team environment. They should also be self-motivated and able to meet sales targets.



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