Relationship Manager/Sales Executive

Relationship Executive / Manager (Capital Markets):

1) The candidate will carry a target of Acquisition of DEMAT & Trading accounts through inhouse leads, direct sales (face to face), cold calling, networking, your own data/sources, and references.

2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.

3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products such as Mutual Funds, PMS, AIF, Structured Products, Insurance, LOANS.

4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention + upselling our Financial Sources.

5) Developing and implementing strategic plans and initiatives to grow the business with key accounts.

6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.

7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

8) Minimum 7 to 8 Accounts Compulsory + Our CAPITAL Market Courses + Other Ancillary Services

What we are Looking for?

-  6 Months Experienced

-  Should have at least minimum qualified in a commerce background from reputed college

-  Should be NISM Derivative Certified

Please share your resume at: dhruv.w@finclick.co.in / info@finclick.co.in

Salary: Rs.16000/- + Incentives Upto 1,00,000/- Per Month

Perks: Cell Phone, LAPTOP & BIKE (After 6 Months)

Company Description

FinClick Enterprises is India’s Leading Complete Financial Marketplace, dealing in a variety of financial products for individuals, HNIs, and corporate clients. With over 30 years of experience in our retail division, we serve over 12,500 HNIs across India through affiliations with 230+ companies. Our corporate division also boasts 25+ years of experience, providing services in Capital Market Services, Corporate Finance, Advisory, and more to over 200 corporate clients such as Adani Group, Sun Pharma, and AU Small Finance Bank.

Role Description

This is a full-time on-site role for a Relationship Manager/Sales Executive, located in the Mumbai Metropolitan Region. In this role, the candidate will be responsible for managing client relationships, providing financial advice, identifying new business opportunities, and building strong professional networks. Daily tasks will include maintaining detailed client records, developing sales strategies, meeting with clients, and collaborating with the internal team to meet business objectives.

Qualifications

• Client Relationship Management, Customer Service, and Networking skills
• Financial Advisory, Sales, and Business Development experience
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Experience in the financial services sector is a plus
• Bachelor's degree in Finance, Business Administration, or related field