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Relationship Manager

Relationship Manager

RMoney

2 - 7 years

2 - 6 Lacs

Gwalior, Meerut

Posted:3 weeks ago| Platform:

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Skills Required

Insurance Sales Mutual Funds Sales Equity Sales Financial Services Sales stock market sales Share Market Financial Products Sales Bfsi Sales Cross Sales Equity Broking Share Broking Trading Account Stock Broking NISM Demat RM Stock market Dmat Relationship manager

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Work from Office

Job Type

Full Time

Job Description

Promote and sell stock market-related products and services to new and existing clients. Advise clients on investment opportunities, trading strategies, and market trends. Generate leads and proactively contact potential investors via calls, emails, and meetings. Maintain a strong pipeline of sales prospects and convert leads into active accounts. Assist clients in account setup and execution of trades. Monitor clients portfolios and provide regular updates and performance insights. Stay updated with stock market news, economic trends, and regulatory changes. Meet or exceed monthly sales targets and KPIs. Prepare regular reports on sales performance and client feedback

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