Relationship Manager

2 days ago


Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 2,40,000 - ₹ 3,60,000 per year
  • Reach out to potential clients via phone, email or whtsapp or virtual meeting to explain our stock advisory services.
  • Understand client needs, financial goals, and risk appetite to suggest appropriate plans.
  • Convert leads into active paying customers through consultative selling.
  • Maintain regular follow-up and client relationship management.
  • Meet or exceed monthly and quarterly sales targets.
  • Collaborate with research and advisory teams for timely updates and insights.
  • Maintain accurate records of client interactions and sales activity using CRM tools.
  • Stay updated with stock market trends, regulatory changes, and financial products.
  • Proven experience in sales, preferably in finance, stock advisory, or related domains.
  • Strong communication, negotiation, and interpersonal skills.
  • Ability to understand stock market basics and explain them clearly to clients.
  • Self-motivated with a results-driven approach.
  • Knowledge of financial regulations and ethics.

Job Types: Full-time, Permanent

Pay: ₹20, ₹30,000.00 per month

Benefits:

  • Cell phone reimbursement

Work Location: In person



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