Relationship Manager || Direct Sales || Vijaywada

Profex Tech

1 - 2 years

5 - 7 Lacs

vijayawada

Posted:1 day ago| Platform:

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Skills Required

mutual funds demat account third party products sip open market demat third party

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities

Source new clients through open market activities and referrals.
Acquire and activate Demat accounts and cross-sell TPP, mutual funds, and SIP.
Build and maintain strong customer relationships to ensure repeat business.
Achieve monthly and quarterly sales targets.
Provide post-sales support and resolve client queries.
Stay updated with financial products and market trends.

Requirements

Bachelors degree in Finance, Business, or a related field.
1–3 years of experience in direct sales, preferably in BFSI.
Strong knowledge of financial products like Demat accounts, mutual funds, SIP, and insurance/TPP.
Excellent communication, negotiation, and interpersonal skills.
Self-motivated and target-driven.

Perks & Benefits

Competitive salary with performance-based incentives.
Career growth opportunities in a leading financial organization.
Training and development programs.

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