Relationship Manager

0 years

1 - 3 Lacs

Posted:17 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Description:

We are hiring Financial Sales Executives passionate about the stock market, client servicing, and investment products. The role focuses on sales, client onboarding, and guiding clients through our trading and investment platforms.

Key Responsibilities:

  • Handle client queries on trading, investments, and platforms (e.g. SIP, MTF, SLBM)
  • Explain stock market products and investment strategies
  • Assist in account opening, documentation, KYC/CKYC, and compliance
  • Generate leads and follow up to meet sales and activation targets
  • Maintain accurate reports and coordinate with Head Office operations
  • Support cross-selling of financial products and ensure client satisfaction

Requirements:

  • Basic stock market knowledge is a must
  • Graduate (B.Com, BBA, MBA preferred)
  • Strong communication skills (Gujarati, Hindi, English)
  • Comfortable with Excel, email handling, and back-office tools
  • NISM Certification preferred (can be obtained post-joining)
  • Preferably from Gandhinagar/Pethapur or nearby areas

Job Types: Full-time, Permanent, Fresher, Internship

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person

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