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Relationship Manager – Trading & Brokerage

DailyGong Financial Service Limited

2 Lacs

Bengaluru

Posted:15 hours ago

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Job Description

*DailyGong Financial Service Limited.*

*Position: Relationship Manager*

*Job Summary:*

DailyGong Financial Service Limited is seeking dynamic and result-oriented Relationship Managers to join our growing team. The role involves acquiring new clients, opening Demat and Trading Accounts, promoting financial products, and maintaining strong customer relationships to achieve monthly business targets.

*Key Responsibilities:*

  • Generate leads and acquire new clients.
  • Open Demat and Trading Accounts for customers.
  • Promote and sell financial products and services.
  • Build and maintain long-term relationships with clients.
  • Guide clients regarding stock market investments and trading platforms.
  • Achieve monthly sales and revenue targets.
  • Follow up with prospective customers and convert leads into business.
  • Provide excellent customer service and support.
  • Maintain records and update customer information regularly.

*Required Knowledge and Skills:*

  • Basic understanding of the Stock Market and Financial Markets.
  • Knowledge of Trading and Demat Accounts.
  • Understanding of NSE, BSE, and SEBI regulations.
  • Knowledge of Equity, Derivatives, Commodities, and Mutual Funds.
  • Good communication and relationship-building skills.
  • Ability to work in a target-driven environment.
  • Sales and customer handling skills.
  • Proficiency in MS Excel and basic computer applications.

*Eligibility:*

  • Graduate in any discipline (B.Com, BBA, MBA, Economics, Finance, or related fields preferred).
  • Freshers with basic market knowledge are welcome.
  • Prior experience in financial services, sales, or relationship management will be an added advantage.

*Compensation & Benefits:*

  • High incentive structure based on target achievement and account acquisition.
  • Performance-based growth opportunities.
  • Training and development support.
  • Friendly and growth-oriented work environment.

Pay: ₹17,000.00 - ₹20,000.00 per month

Benefits:

  • Paid sick time
  • Paid time off
  • Provident Fund

Work Location: In person

Skills Required

Financial Products Stock Market Sales Customer Service Financial Markets Sebi Regulations Equity Derivatives Mutual Funds Relationship Building Customer Handling MS Excel B.com

Free courses, interview questions and practice for each skill.

Job Type

Full Time

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DailyGong Financial Service Limited

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