Relationship Officer

2 days ago

Bhawanipur Kolkata West Bengal, India Ashika Group of Companies Full time ₹ 2,40,000 - ₹ 3,12,000 per year

Role: Relationship Officer/Sr. Relationship Officer (Insurance & Mutual Funds)

Job Location: Trinity Towers, AJC Bose Road, Kolkata –

Experience: 3-4 years

About Us:

Ashika Stock Services Ltd., with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognised Research Analyst, and an AMFI-certified mutual fund distributor. Headquartered in Kolkata with a strong presence in Mumbai, our team of nearly 300 professionals is committed to delivering client-focused financial solutions. Our digital platform, Dhanush, is designed to simplify and enrich investment experiences, helping clients manage and grow their wealth with ease.

Role Brief:

We are seeking a motivated and results-driven Relationship Officer to join our sales team for Dhanush, our investment and trading platform. In this role, you will be responsible for engaging with newly registered IFAs to drive sales and existing clients to support initial trading activity, and promote appropriate financial products like Insurance & Mutual Funds. The role demands strong communication skills, a consultative sales approach, and the ability to drive revenue by nurturing client relationships and cross-selling relevant financial offerings. This is an excellent opportunity for someone keen to grow in the financial services sector through hands-on sales experience.

Role Responsibilities:

· Conduct outbound calls to newly registered and existing Dhanush clients to drive initial trading activity.

· Clearly explain the benefits, features, and usage of Dhanush's trading and investment platform.

· Guide clients through their first trade execution and provide assistance with platform navigation if needed.

· Build strong rapport with inactive or underutilised accounts to nurture relationships and increase platform usage.

· Identify client needs and proactively cross-sell suitable financial products to drive revenue.

· Maintain detailed and accurate logs of all client interactions, follow-ups, and account activity in CRM tools.

· Coordinate with internal teams (product, compliance, operations) to ensure smooth service delivery and timely resolution of client concerns.

· Consistently meet or exceed targets related to revenue generation.

Eligibility Criteria:

· Bachelor's or Master's degree completed in Business, Finance, Marketing, or a related field

· Minimum 2 years of experience in sales within the financial services industry

· Strong verbal and written communication skills in English and Hindi/Bengali

· Confident, persuasive, and customer-oriented approach.

· Knowledge of financial services or an interest in the investment space

Job Type: Full-time

Pay: ₹20, ₹26,000.00 per month

Benefits:

  • Paid sick time
  • Paid time off
  • Provident Fund

Application Question(s):

  • Are you comfortable working in an onsite role near Minto Park in Kolkata?
  • What is your Current CTC?
  • How long is your notice Period?
  • Do you have sales work experience in financial services industry?

Work Location: In person

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