Job Overview
About the Role : - We are looking for a Relationship Manager – Retail Financial Services to drive new client acquisition, revenue generation and relationship development across retail investment and broking products.
Responsible for acquiring new retail clients, opening Demat & Trading Accounts, generating business, and building long-term client relationships. Key Responsibilities: 1.New client acquisition and lead generation 2.Demat & Trading Account acquisition 3.Equity & Derivatives sales 4.Mutual Funds & SIP mobilization 5.IPOs, Bonds, Insurance and other financial products 6.Achieving monthly sales and revenue targets
Scope of the Role : A target-driven sales & acquisition role focused on expanding the retail client base and generating revenue through multiple financial products. Not a Portfolio Management role.
Ideal Candidate: 1–5 years’ experience in Stock Broking, Banking, NBFC, Mutual Funds, Insurance or Financial Services, with strong sales, communication, networking and client-acquisition skills