Profile: B2C Relationship Manager
Experience:
0-3 years in B2C financial sales, stock broking, demat/trading account sales or client servicing Candidates from broking, mutual fund distribution or wealth/financial products sales are preferred Roles:
Job Summary
We are hiring an enthusiastic, customer-focused B2C Relationship Manager to engage with retail clients, help them invest, and build long-term relationships. The role covers client acquisition, education on investment products, and strong post-sales service.
Acquire new retail clients for equity trading and investment products Understand each client’s needs and risk profile and recommend suitable solutions (Equity, F&O, Mutual Funds, SIPs, IPOs, etc.) Guide clients through demat/trading account opening, KYC and trading activation Educate clients on the platform, products and market basics to build trust and confidence Follow up regularly with clients, hold portfolio reviews and give service support Achieve monthly sales, account-opening and activation targets Cross-sell and upsell investment products to the existing client base Resolve client queries promptly to ensure high satisfaction and retention Maintain accurate client records, leads and follow-up data Keep up with market trends, product updates and compliance guidelines Qualification:
Graduate in any stream (Finance/Commerce preferred) Prior experience in B2C financial sales or client servicing is a plus
