Job Description: To acquire customer for Equities (D-Mat/Trading accounts) To do cross selling for other financial product like:- Mutual Fund, PMS, IPOs, Insurance. To achieve sales & customer acquisition target Planning and execution of sales promotional strategies. Providing Advisory services to the prospects. Undertake prospects servicing of Clients through various avenues (Mailers, SMS and Meetings). Generate Equity Business and maintain strong client relationships. Creating new avenues for increasing client base and revenue." Experience Range: 0 - 10 years Educational Qualifications: Any graduation , and Any PG. Fresher's can also apply. Skills Required: Sales and acquisition , Relationship Management , Client Relationship , Customer Service Candidate Attributes: He should be flexible enough to travel. Should have good communication and convincing skills Should be open to work in target oriented environment. Should be a go getter and self-focused." Job Type: Full-time Pay: From ₹120,000.00 per year Work Location: In person Application Deadline: 30/06/2025
Job Description: To acquire customer for Equities (D-Mat/Trading accounts) To do cross selling for other financial product like:- Mutual Fund, PMS, IPOs, Insurance. To achieve sales & customer acquisition target Planning and execution of sales promotional strategies. Providing Advisory services to the prospects. Undertake prospects servicing of Clients through various avenues (Mailers, SMS and Meetings). Generate Equity Business and maintain strong client relationships. Creating new avenues for increasing client base and revenue." Experience Range: 0 - 10 years Educational Qualifications: Any graduation , and Any PG. Fresher's can also apply. Skills Required: Sales and acquisition , Relationship Management , Client Relationship , Customer Service Candidate Attributes: He should be flexible enough to travel. Should have good communication and convincing skills Should be open to work in target oriented environment. Should be a go getter and self-focused." Job Type: Full-time Pay: From ₹120,000.00 per year Work Location: In person Application Deadline: 30/06/2025
Post : Relationship manager / Assistant relationship manager Role Objective: The relationship manager is responsible for driving business growth by acquiring new clients, managing existing relationships for Equities (D-Mat/Trading accounts) and promote our products and services. Key Responsibilities: Acquire new clients through direct sales efforts, networking, and referrals. Develop and execute strategies to increase client base and revenues across financial products. Manage and grow relationships with clients by understanding their financial needs and offering suitable solutions. Meet assigned sales targets for revenue and client acquisition. Coordinate with internal departments for seamless client onboarding, KYC, and service support. Stay updated with market trends, regulatory changes, and competitor offerings Key Skills & Competencies: Proven sales track record in financial services, broking, or wealth management. Strong client relationship management and interpersonal skills. Good understanding of financial markets (equity & deviations). Excellent communication and negotiation skills. Ability to work independently and as part of a team. Result-oriented approach with a strong drive to meet targets. Qualifications & Experience: Graduate/Postgraduate (B.COM, MBA) in Finance, Business, or related field. Minimum 1 year of experience in financial product sales, preferably in broking or wealth management. Compensation: Competitive salary with performance-based incentives and benefits. Job Type: Full-time Pay: From ₹96,000.00 per year Work Location: In person
As a Relationship Manager at our company, your role involves driving business growth by acquiring new clients, managing existing relationships for Equities (D-Mat/Trading accounts), and promoting our products and services. **Key Responsibilities:** - Acquire new clients through direct sales efforts, networking, and referrals. - Develop and execute strategies to increase client base and revenues across financial products. - Manage and grow relationships with clients by understanding their financial needs and offering suitable solutions. - Meet assigned sales targets for revenue and client acquisition. - Coordinate with internal departments for seamless client onboarding, KYC, and service support. - Stay updated with market trends, regulatory changes, and competitor offerings. **Key Skills & Competencies:** - Proven sales track record in financial services, broking, or wealth management. - Strong client relationship management and interpersonal skills. - Good understanding of financial markets (equity & deviations). - Excellent communication and negotiation skills. - Ability to work independently and as part of a team. - Result-oriented approach with a strong drive to meet targets. **Qualifications & Experience:** - Graduate/Postgraduate (B.COM, MBA) in Business, or related field. - Minimum 1 year of experience in financial product sales, preferably in broking or wealth management. In this role, you can expect a competitive salary with performance-based incentives and benefits. The work location for this full-time position is in person at Bhubaneswar.,