Relationship Manager

6 days ago

Okhla Industrial Area Phasei Delhi Delhi, India Pace Stock Broking Services Limited Full time ₹ 1,80,000 - ₹ 4,00,000 per year

Relationship Manager

About Pocketful )

Founded by IIM-Ahmedabad, Yale SOM and Columbia alumni, Pocketful is a new-age Fintech broking platform, aimed at making financial markets accessible for all. We're constantly innovating and working on a disruptive platform. The team is highly-skilled, young and extremely hungry and we're looking for folks who fit this persona. We're backed by one of India's leading stock brokers – Pace Stock Broking Services.

About Pace )

Started in 1995 by first generation entrepreneurs from IIMA & FMS Delhi, PACE has evolved from a fledgling NSE Broker to a premier boutique financial conglomerate over the last 25 years.

We provide a wide range of services in financial markets which cater to different investment needs of our customers. Headquartered in New Delhi, we maintain offices at more than 300 locations in more than 75 cities across India and our customer base is spread over 34 countries. We have also been consistently nominated as one of the best Investment Advisors in India by ICRA & CNBC.

At PACE we are continuously innovating and building highly scalable backend systems and strategies that give a seamless experience to our customers. We are aggressively pursuing Fintech innovation now and working on an ambitious and potentially disruptive Fintech product – 'Pocketful'. A one-of-a-kind stock-broking platform.

Workdays: Mon-Sat - Okhla New Delhi

Roles and Responsibilities

● Acquire customers for Demat and Trading Account and generate revenue through brokerage.

● Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds

● Acquire new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell

● Conduct regular Client Meetings & update the same in the meeting tracker

● Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.

● Track customer complaints/queries and turnaround times for customer satisfaction.

Requirements and Skills

· Graduated

· 0–5 years of experience in a stock broking firm with exposure to client handling and advisory.

· Excellent Communication Skills (English & Hindi)

· NISM certifications (Equity Derivatives, Research Analyst, etc.) preferred.

· Strong knowledge of stock markets, financial products, and trading platforms.

· Excellent communication skills in English & Hindi.

· Experience in direct sales will be an added advantage

· Ability to understand requirements of prospects and decent aptitude to understand and pitch property solutions to prospects

Why should you join us?

● Good peers and relaxed work environment: You'll directly be working with IITians and Ivy League graduates. While everyone believes in hard work, we like to have fun and keep the working environment light, engaging, positive, and open to new ideas.

● Cutting-edge technology: Both the mentioned business divisions drive a lot of innovation in hardware, computer networking, and the fintech domain. Be at the forefront of this evolution while working with us.

Job Type: Full-time

Pay: ₹180, ₹400,000.00 per year

Benefits:

  • Cell phone reimbursement
  • Internet reimbursement

Work Location: In person

Speak with the employer

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