Relationship Manager- Sales

Key Responsibilities:

• Client Acquisition

• Acquire new clients (Retail, HNI, Franchisee) through lead generation, networking, and referrals.
• Promote demat/trading account openings and other financial products.

• Revenue Generation

• Achieve monthly revenue targets through active client engagement and upselling of investment products.
• Generate brokerage and fee-based income from existing and new clients.

• Client Servicing

• Maintain strong relationships with clients and ensure timely resolution of issues related to trading, platforms, and payouts.
• Provide end-to-end support from account opening to transaction processing.

• Training & Support

• Conduct product and platform training for clients and franchisees.
• Guide clients on trading tools, market basics, and investment planning.

• Franchise Development (If Applicable)

• Support franchisees in business development, client activation, and achieving their revenue goals.
• Provide periodic performance feedback and assistance with tools and resources.

• Market Communication

• Share regular updates on market trends, IPOs, and investment opportunities.
• Help clients understand risk and compliance aspects of market participation.

Key Skills Required:

• Strong knowledge of stock market and financial products
• Excellent communication and customer relationship skills
• Target-oriented with a focus on business growth
• Ability to conduct training and explain complex concepts in simple terms
• Basic proficiency in CRM, MS Office, and trading platforms