Relationship Manager (Sales) - Stock Broking

Job Summary:
We are seeking experienced and dynamic Relationship Managers to join our Stock Broking division. The ideal candidates will have a proven track record in client acquisition, sales, and cross-selling financial products within the stock broking industry. This role focuses on building and maintaining client relationships, achieving sales targets, and promoting investment products such as Demat & Equity accounts, Insurance, PMS, and Mutual Funds.

Key Responsibilities:

• Acquire new clients and drive sales for Demat and Equity accounts.
• Build and nurture long-term relationships with clients, ensuring retention and satisfaction.
• Advise clients on equity portfolios and provide investment recommendations to generate brokerage revenue.
• Cross-sell third-party products, including Insurance, PMS, and Mutual Funds.
• Stay informed of market trends, financial products, and regulatory changes to guide clients effectively.
• Ensure strict adherence to compliance, risk management policies, and regulatory requirements.
• Update clients on their orders and investment portfolio performance regularly.
• Conduct client meetings and presentations to provide financial insights and drive engagement.
• Proactively generate leads in open market environments to attract potential clients.
• Collaborate with internal teams to enhance service delivery and achieve targets.Role & responsibilities

Preferred candidate profile

• Bachelor's degree in any field (Finance, Economics, or related discipline preferred).
• Minimum of 1 year of experience in sales within the stock broking industry.
• Strong understanding of stock market trading and financial products.
• NISM certification is an added advantage.
• Proven track record of revenue generation and achieving sales targets.
• Excellent communication, interpersonal, and organizational skills.
• Ability to assess client needs, risk tolerance, and recommend appropriate investment solutions.
• Proficiency in portfolio analysis tools and CRM software.
• Ability to multi-task, prioritize, and work effectively in a fast-paced environment.

Target Achievement:

• Meet or exceed monthly targets for client acquisition and revenue generation.
• Consistently contribute to overall sales and business growth.

Compensation:
Competitive salary with performance-based incentives.

How to Apply:
Interested candidates with relevant stock broking sales experience are encouraged to apply by sending their updated resume to Lakshinvest.latur@gmail.com or visiting office.