Posted:1 week ago|
Platform:
On-site
Full Time
Absolute Broking Pvt. Ltd. is one of India’s emerging financial service providers, committed to delivering personalized investment and trading solutions to retail and corporate clients. With a strong focus on customer-centricity, innovation, and trust, Absolute Broking offers a comprehensive suite of financial products, including equity, derivatives, mutual funds, insurance, and loans.
We believe in empowering investors through technology-driven platforms, transparent practices, and a passionate team of professionals. Join us in redefining the way India invests.
As a Relationship Manager, you will play a pivotal role in client acquisition, cross-selling financial products, and driving revenue growth through advisory and execution services.
🔹 Identify potential clients through lead generation, referrals, cold calling, and other business development activities
🔹 Understand the client’s financial goals and risk appetite to offer suitable investment solutions
🔹 Sell and distribute investment products including Equity, Mutual Funds, SIPs, Bonds, Insurance, and Loan services
🔹 Build and maintain long-term relationships with clients to enhance customer satisfaction and retention
🔹 Ensure timely follow-ups and prompt resolution of client queries and concerns
🔹 Stay updated with market trends, new products, and regulatory guidelines
🔹 Meet individual and team targets as defined by the organization
🔹 Assist clients in opening Demat accounts and ensure smooth onboarding and documentation
• Develop and manage a client base through personal contacts, market leads, and digital outreach
• Regular portfolio reviews and updates to ensure alignment with client goals
• Distribute products such as Mutual Funds, SIPs, Loans (PL/HL/BL), and Insurance
• Achieve monthly and quarterly sales targets
• Provide regular market updates and investment advice
• Handle post-sale servicing, relationship strengthening, and upselling
• Maintain accurate records of client interactions, transactions, and feedback
• Ensure compliance with internal processes and SEBI/regulatory guidelines
• Freshers with strong communication skills and an interest in finance may also apply
• Excellent communication and interpersonal skills
• Strong sales acumen and target-driven mindset
• Good knowledge of MS Office and CRM tools
• NISM certifications (Mutual Fund / Equity Derivatives) preferred
✅ Fast-growing, tech-driven financial brand
✅ Learning-focused environment with training and development opportunities
✅ Attractive incentives and performance-based rewards
✅ Transparent and ethical work culture
✅ Opportunity to build a long-term career in the financial services sector
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Absolute Broking Pvt Ltd
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