Relationship Manager

Jainam Broking Limited; Bhavnagar; On-site; INR 300,000 - 600,000; Full time

Job summary

Jainam Broking Limited in Bhavnagar, Gujarat, seeks a dynamic Sales Executive to drive client acquisition in stock market services. You will lead cold calls, presentations, and CRM-based outreach to build a robust client pipeline.

The role focuses on achieving monthly and quarterly targets, maintaining strong client relationships, and staying updated on market trends to tailor offerings. Prior experience in financial services sales is preferred.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• Experience in sales or business development within the financial services or stock market industry preferred.
• Strong understanding of stock market products, trading, and investment basics.

Responsibilities

• Identify and approach potential clients interested in stock market investment services.
• Conduct cold calling, networking, and lead generation to build a strong pipeline of prospective clients.
• Deliver engaging presentations and product demonstrations to clients, showcasing the value of our stock market services.
• Meet and exceed monthly, quarterly, and annual sales targets.
• Develop and implement effective sales strategies and plans to maximize revenue.
• Continuously monitor and report on sales performance, adjusting tactics as necessary to achieve targets.
• Build and maintain strong, long-lasting relationships with clients by understanding their investment needs.
• Act as the primary point of contact for clients, addressing their inquiries and providing relevant market information.
• Enhance client satisfaction by ensuring a high level of service and timely support.
• Stay updated on stock market trends, investment opportunities, and competitor activities.
• Analyze market trends and feedback to identify potential business opportunities.
• Integrate industry insights into sales presentations and strategies to appeal to clients needs.
• Use CRM tools to track leads, manage client interactions, and maintain accurate records of sales activities.
• Ensure smooth onboarding for new clients, guiding them through account setup and initial investment options.
• Collaborate with internal teams to align sales efforts with marketing campaigns and service offerings.
• Continuously enhance knowledge of stock market products, services, and regulatory guidelines.
• Participate in training programs to stay updated on new services, financial regulations, and stock market trends.
• Educate clients about stock market basics, investment risks, and potential returns to support informed decisions.
• Prepare and submit regular sales reports, forecasts, and market analyses to management.
• Maintain thorough documentation of sales activities, client interactions, and business development efforts.

Skills

Communication

Negotiation

Presentation skills

Client relationship management

CRM familiarity

Microsoft Office

Goal-oriented

Self-motivated

Team player

Education

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Bachelor's degree in Economics

Tools

CRM software

MS Office

Job description

Job Description

Client Acquisition

• Identify and approach potential clients interested in stock market investment services.
• Conduct cold calling, networking, and lead generation to build a strong pipeline of prospective clients.
• Deliver engaging presentations and product demonstrations to clients, showcasing the value of our stock market services.

Sales Target Achievement

• Meet and exceed monthly, quarterly, and annual sales targets.
• Develop and implement effective sales strategies and plans to maximize revenue.
• Continuously monitor and report on sales performance, adjusting tactics as necessary to achieve targets.

Client Relationship Management

• Build and maintain strong, long-lasting relationships with clients by understanding their investment needs.
• Act as the primary point of contact for clients, addressing their inquiries and providing relevant market information.
• Enhance client satisfaction by ensuring a high level of service and timely support.

Market Analysis & Trend Identification

• Stay updated on stock market trends, investment opportunities, and competitor activities.
• Analyze market trends and feedback to identify potential business opportunities.
• Integrate industry insights into sales presentations and strategies to appeal to clients needs.

Sales Process Management

• Use CRM tools to track leads, manage client interactions, and maintain accurate records of sales activities.
• Ensure smooth onboarding for new clients, guiding them through account setup and initial investment options.
• Collaborate with internal teams to align sales efforts with marketing campaigns and service offerings.

Product Knowledge & Training

• Continuously enhance knowledge of stock market products, services, and regulatory guidelines.
• Participate in training programs to stay updated on new services, financial regulations, and stock market trends.
• Educate clients about stock market basics, investment risks, and potential returns to support informed decisions.

Reporting & Documentation

• Prepare and submit regular sales reports, forecasts, and market analyses to management.
• Maintain thorough documentation of sales activities, client interactions, and business development efforts.

Qualifications:

• Education:
  • Bachelors degree in Finance, Business Administration, Economics, or a related field.
• Experience:
  • Proven experience in sales or business development within the financial services or stock market industry preferred.
  • Strong understanding of stock market products, trading, and investment basics.
• Skills:
  • Excellent communication, negotiation, and presentation skills.
  • Ability to build rapport and manage relationships with diverse clients.
  • Proficiency in CRM software and Microsoft Office Suite.
  • Goal-oriented, self-motivated, and able to work in a target-driven environment.

Preferred Qualifications:

• Certifications related to finance or stock market operations.
• Familiarity with stock trading platforms and investment analysis tools.
• Ability to adapt to fast-changing market trends and investment opportunities.