Relationship Manager

Alice Blue Financial Services; Chennai District; On-site; INR 200,000 - 420,000; Full time

Job summary

Alice Blue Financial Services is seeking a B2C Sales Executive / Relationship Manager to acquire retail clients for Demat and Trading accounts, explain stock market products, and onboard customers.

You will build relationships, drive activations and trading volume, and promote platforms. Strong communication and a target-driven mindset are essential, with BFSI/Stock Broking experience preferred.

Qualifications

• Good communication and convincing skills.
• Basic knowledge of stock market and financial products.
• Ability to handle customer queries and objections.
• Sales-oriented and target-driven approach.
• Relationship management skills.

Responsibilities

• Acquire new retail clients for Demat and Trading accounts.
• Generate leads through calls, referrals, campaigns, and field activities.
• Explain stock market investment products and brokerage services to customers.
• Assist clients with account opening and onboarding process.
• Promote trading platforms, investment plans, and financial products.
• Maintain regular follow-up with clients to improve activation and trading volume.
• Build strong customer relationships and ensure client retention.
• Achieve monthly sales and revenue targets.

Skills

Good communication

Convincing skills

Stock market knowledge

Sales oriented

Relationship management

Education

Any Graduate

Job description

Company : Alice Blue Financial Services

B2C Sales : Stock Market (Job Role Description)

Role : B2C Sales Executive / Relationship Manager
Industry : Stock Broking / Financial Services

Key Responsibilities

• Acquire new retail clients for Demat and Trading accounts.
• Generate leads through calls, referrals, campaigns, and field activities.
• Explain stock market investment products and brokerage services to customers.
• Assist clients with account opening and onboarding process.
• Promote trading platforms, investment plans, and financial products.
• Maintain regular follow-up with clients to improve activation and trading volume.
• Build strong customer relationships and ensure client retention.
• Achieve monthly sales and revenue targets.

Skills Required

• Good communication and convincing skills.
• Basic knowledge of stock market and financial products.
• Ability to handle customer queries and objections.
• Sales-oriented and target-driven approach.
• Relationship management skills.

Preferred Qualification

• Any Graduate.
• Experience in BFSI / Stock Broking / Financial Sales is preferred.