Relationship Manager

7 days ago

Vijay Nagar Indore Madhya Pradesh, India CapitalVia FinTech Full time ₹ 4,80,000 - ₹ 8,00,000 per year

Key Responsibilities:

 Drive direct sales of demat accounts under the sub-broking partnership with Arihant Capital & Axis Securities

 Assist in margin collection for equity, commodity, and currency segments.

 Generate revenue through brokerage and ensure consistent account activation.

 Manage and motivate a sales team to achieve targets (applicable for experienced hires).

 Educate and advise clients on investment opportunities and market trends.

 Handle and resolve customer concerns and queries efficiently.

 Execute cross-selling of value-added products (including training products).

Qualifications:

 Graduate or Postgraduate in any stream.

 Prior experience in Broking, Investment Advisory, Algo or Financial Services is preferred.

Skills Required:

 Strong knowledge of stock market operations and products.

 Target-driven with a proactive sales mindset.

 Effective communication and interpersonal skills.

 Ability to learn quickly and adapt to market dynamics.

 Strong marketing and persuasion abilities.

Other Details:

 Location: Indore (Work from Office only)

 Industry: Financial Services / Stock Broking / Investment Advisory

Job Type: Permanent

Pay: ₹18, ₹40,000.00 per month

Benefits:

  • Food provided
  • Health insurance
  • Leave encashment
  • Paid sick time
  • Provident Fund

Experience:

  • stock market: 1 year (Preferred)

Location:

  • Vijay Nagar, Indore, Madhya Pradesh (Preferred)

Work Location: In person

  • Relationship Manager

    2 weeks ago

    Vijay Nagar, Indore, Madhya Pradesh, India Arihant Capital Markets Limited Full time ₹ 1,44,000 - ₹ 2,40,000 per year

    Acquire new clients and manage existing relationships (Retail/HNI/NRI).Cross-sell equities, Dmat, mutual funds, insurance & wealth products.Provide investment advice, activate dormant accounts, and drive business growth.Achieve sales & revenue targets while ensuring excellent client service.Coordinate with internal teams to resolve queries and ensure...

  • Customer Relationship Manager

    2 weeks ago

    Vijay Nagar, Indore, Madhya Pradesh, India Skillgenic Full time ₹ 45,00,000 - ₹ 60,00,000 per year

    Job OverviewWe are looking for a proactive and friendly Client Relationship Manager to act as the main link between our company and our clients (mostly parents of child artists/models). This role involves guiding clients, finalizing commercials, and ensuring smooth end-to-end coordination.Key ResponsibilitiesCounsel and guide parents about our services...

  • Customer Relationship Executive

    2 weeks ago

    Vijay Nagar, Indore, Madhya Pradesh, India The Fifth Veda Full time ₹ 3,00,000 per year

    Job Title: Customer Relationship ExecutiveCompany: The Fifth VedaKey Responsibilities:Handle customer queries, concerns, and feedback through calls, emails, and chats.Maintain strong relationships with customers and ensure a positive experience.Manage inside sales activities including follow-ups, product explanations, and order handling.Proactively reach out...

  • Client Relationship Manager

    2 weeks ago

    Vijay Nagar, Indore, India Bellcurve Broking Private Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Roles and Responsibilities-: •New client acquisition for Trading and Demat account • Revenue generation through brokerage • Cross selling of investment products, Equity and Advance brokerage product (as per client's needs) • Maintaining client relationship • To guide the client about the suitable investment / trading products as per...

  • Relationship Executive

    1 week ago

    Vijay Nagar, Indore, Madhya Pradesh, India BellCurve Broking Full time

    **Roles and Responsibilities** - Direct sales of Demat accounts and margin collection for equity, commodity and currency for **Sharekhan**: - Revenue generation through brokerage - To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients portfolios - Resolving...

  • Relationship Executive

    1 week ago

    Vijay Nagar, Indore, Madhya Pradesh, India CapitalVia FinTech Full time

    **Job Role or Responsibilities**: - Direct sales of **demat accounts for Axis Securities** and margin collection for equity, commodity and currency - Revenue generation through brokerage - To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios -...

  • Relationship Executive

    2 weeks ago

    Vijay Nagar, Indore, Madhya Pradesh, India CapitalVia Full time

    **Role & responsibilities** - Direct sales of **Demat accounts** and margin collection for equity, commodity and currency for **Axis Securities**: - **Revenue generation** through brokerage - To research, investigate target-oriented and update clients on available investment opportunities/financial market trend to determine whether they fit into client...

  • Relationship Executive

    1 week ago

    Vijay Nagar, Indore, Madhya Pradesh, India OneHash Technologies Full time ₹ 2,70,000 - ₹ 3,60,000 per year

    Roles and ResponsibilitiesDirect sales of Demat accounts and margin collection for equity, commodity and currency for Sharekhan/Arihant CapitalRevenue generation through brokerageHandling the team and motivating them to achieve their targets (for experienced candidates)To research, investigate and update clients on available investment...

  • Relationship Executive

    2 days ago

    Vijay Nagar, Indore, Madhya Pradesh, India CapitalVia FinTech Full time

    **Company Overview**: Capital Via is a pure play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 15 years of legacy and values shape our future, helping to strengthen our business and bring value to our clients. Capitalvia Fintech Private Limited (CFPL) is a registered startup operating as a...

  • Relationship Officer

    1 week ago

    Indore, Madhya Pradesh, India Infiniserve IT Solution Pvt Ltd Full time

    Job Title: Relationship Officer Department: Sales - Home Loan Reporting To: Sales Manager CTC: Up to 3.5 LPA + TA **Job Summary**: Responsible for sourcing home loan customers, ensuring policy compliance, and maintaining good customer relationships. **Key Responsibilities**: - Acquire home loan customers as per targets - Ensure proper documentation and...