Relationship Manager

2 days ago


Mumbai, Maharashtra, India Triventure Advisory Full time ₹ 6,00,000 - ₹ 18,00,000 per year

Company Name- Triventure Advisory Pvt Ltd, Bandra BKC
Business Associate of Motilal Oswal

Relationship Manager

Looking up for Candidates from BFSI Sector and who has Experience/Knowledge into Stock Market or Broking firm
Candidate who can sell all financial products - MF, SIP, Equity, Commodity, Currency, PMS, Options etc.
Immediate joiner or who can join within a 10-15 days or with a month.
3+ years of hard core experience in Sales profile for selling all Financial product.
Salary :- No Bar For Right Candidate.

Roles and Responsibilities :

1) Acquiring new clients for Demat & Trading accounts through networking, data base and references.
2) End to end customer relationship management.
3) Meet Non-Trading Customers and activate them.
4) Sell online accounts to customers and encourage them to trade online.
5) Have a customer centric approach and ensure that customers are serviced well.
6) Ensure that the customer actively trades after opening the account.
7) Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
8) Keep track of evolving financial markets and government policies which impact approach and strategies.

NOTE- candidate should have minimum clients database and should be able to work on personal searching. Company can provide 50% Leads and remaining 50% must be done by Candidate itself

Qualifications and Experience:
Graduation/Post Graduation in any stream.

Working days : Monday to Friday.
Working Hours : 9am to 5pm.
Location : BKC, Mumbai.

Interested Candidates can share their resumes on



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