Relationship Manager

Policy Planner Insurance Brokers Pvt Ltd

0 years

1 Lacs

pune

Posted:2 months ago| Platform: GlassDoor logo

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Skills Required

trading compliance mobile audit finance communication presentation

Work Mode

Remote

Job Type

Full Time

Job Description

Key Responsibilities

Acquire new customers for Demat and Trading Accounts through leads, references, and field activities.
Guide clients through the account opening and KYC process, ensuring compliance with SEBI and company norms.
Build and maintain long-term relationships with clients to ensure high customer satisfaction and retention.
Assist customers in understanding Angel One’s platforms (mobile and web), products, and trading tools.
Generate revenue by cross-selling products such as:
Mutual Funds
SIPs
Insurance
Margin trading and derivatives
Educate clients about market trends, investment options, and trading opportunities.
Handle customer queries and provide timely resolution for account or platform-related issues.
Achieve monthly and quarterly targets for account activation, turnover, and revenue generation.
Ensure 100% compliance with internal policies, SEBI guidelines, and audit requirements.

Required Skills & Qualifications

Bachelor’s degree in Commerce, Finance, Business, or related field.
Knowledge of Demat accounts, stock markets, and financial products.
Strong communication, presentation, and interpersonal skills.
Ability to meet sales targets and work in a competitive environment.

Work Mode

Onsite / Field-based role
Location: Remote
Working Days: Monday to Saturday.

Job Type: Full-time

Pay: ₹12,000.00 per month

Work Location: Remote

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