
Relationship / Assistant relationship manager
1 day ago
Position: The Relationship manager is responsible for driving business growth by acquiring new clients, managing existing relationships for Equities (D-Mat/Trading accounts) and promote our products and services.
Key Responsibilities:
- Acquire new clients through direct sales efforts, networking, and referrals.
- Develop and execute strategies to increase client base and revenues across financial products.
- Manage and grow relationships with clients by understanding their financial needs and offering suitable solutions.
- Meet assigned sales targets for revenue and client acquisition.
- Coordinate with internal departments for seamless client onboarding, KYC, and service support.
- Stay updated with market trends, regulatory changes, and competitor offerings.
Key Skills & Competencies:
- Proven sales track record in financial services, broking, or wealth management.
- Strong client relationship management and interpersonal skills.
- Good understanding of financial markets (equity & deviations).
- Excellent communication and negotiation skills.
- Ability to work independently and as part of a team.
- Result-oriented approach with a strong drive to meet targets.
Qualifications & Experience:
- Graduate/Postgraduate (B.COM, MBA) in Business, or related field.
- Minimum 1 year of experience in financial product sales, preferably in broking or wealth management.
Compensation:
- Competitive salary with performance-based incentives and benefits.
Work Location: In person (Bhubaneswar)
Job Type: Full-time
Pay: From ₹96,000.00 per year
Work Location: In person
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