Investment Relationship Manager

1 - 2 years

2 - 3 Lacs

Posted:1 day ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Total years of Experience: 1 to 2 years

Key Responsibilities

  • Generate new business leads through cold calling, social media, networking, and referrals.
  • Meet and convert company-provided leads into active trading and investment clients.
  • Acquire and develop new Authorised Persons (APs), Sub-brokers, Business Associates, and Channel Partners.
  • Provide onboarding, business setup, and operational support to existing Authorised Persons.
  • Achieve assigned sales, revenue, and client acquisition targets within timelines.
  • Present and explain business proposals and partnership benefits to potential associates.
  • Customize proposals as per prospect requirements and current market trends.
  • Maintain all client and partner interaction records in the CRM system on a regular basis.
  • Coordinate with internal departments to ensure smooth business operations and partner satisfaction.

Job Type: Full-time

Pay: ₹18,000.00 - ₹25,000.00 per month

Work Location: In person

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