Relationship Manager

0 - 1 years

2 - 4 Lacs

kochi bengaluru mumbai (all areas)

Posted:6 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role Overview

The Relationship Manager will be responsible for acquiring and managing clients for share trading and investment services. The role involves sales, client engagement, account activation, and ongoing relationship management for equity and commodity trading. This position is suitable for fresh graduates who are interested in building a career in the financial services industry.

Key Responsibilities

  • Acquire new clients for equity and commodity trading services
  • Open and activate Demat and trading accounts
  • Promote equity, derivatives, and commodities trading products
  • Build and maintain long-term relationships with clients
  • Reactivate dormant or inactive trading accounts
  • Achieve assigned sales and revenue targets
  • Provide basic market information and trading support to clients
  • Ensure compliance with regulatory and company guidelines

Eligibility & Qualifications

  • Any graduate

    (Commerce or Finance background preferred)
  • Mandatory NISM certification(s)

    as prescribed for equity and/or commodity trading
  • Strong communication and interpersonal skills
  • Sales-oriented mindset with willingness to meet targets
  • Basic understanding of stock markets and trading concepts

Preferred Skills

  • Interest in financial markets and investment products
  • Ability to generate leads and convert prospects into clients
  • Customer-focused approach and relationship-building skills
  • Comfortable working with digital trading platforms

Compensation & Benefits

  • Fixed salary plus performance-based incentives
  • Training and on-the-job support
  • Clear career growth opportunities within the organization

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