Relationship Manager - Stocks Advisory SALES

0 years

2 - 3 Lacs

Posted:2 weeks ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

  • Reach out to potential clients via phone, email, or in-person meetings to explain our stock advisory services.
  • Understand client needs, financial goals, and risk appetite to suggest appropriate plans.
  • Convert leads into active paying customers through consultative selling.
  • Maintain regular follow-up and client relationship management.
  • Meet or exceed monthly and quarterly sales targets.
  • Collaborate with research and advisory teams for timely updates and insights.
  • Maintain accurate records of client interactions and sales activity using CRM tools.
  • Stay updated with stock market trends, regulatory changes, and financial products.
  • Proven experience in sales, preferably in finance, stock advisory, or related domains.
  • Strong communication, negotiation, and interpersonal skills.
  • Ability to understand stock market basics and explain them clearly to clients.
  • Self-motivated with a results-driven approach.
  • Knowledge of financial regulations and ethics.

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

  • Cell phone reimbursement

Schedule:

  • Day shift
  • Fixed shift

Supplemental Pay:

  • Performance bonus
  • Quarterly bonus

Work Location: In person

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