Relationship Manager

InCred Financial Services; Delhi; On-site; INR 600,000 - 900,000; Full time

Job summary

InCred Financial Services in Delhi is seeking a Relationship Manager to acquire new clients and drive revenue through equity, mutual funds and other wealth products. You will manage client relationships and provide high‑level service to ensure ongoing growth.

The role requires 2–7 years of relevant experience, strong market knowledge, and excellent communication and sales capabilities to achieve targets and maintain compliance.

Qualifications

• 2–7 years of experience in retail broking/financial services/wealth management.
• Strong knowledge of financial markets and trading platforms.
• Excellent communication and relationship-building skills.

Responsibilities

• Acquire new clients and generate revenue through retail broking and wealth products.
• Assist online trades execution and guide on equities, derivatives, mutual funds, and other investment products.
• Manage and enhance relationships with existing clients to increase business share.
• Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
• Achieve monthly and quarterly sales targets as assigned.
• Maintain high levels of client satisfaction through prompt service and query resolution.
• Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Skills

Financial markets

Client relationships

Sales targeting

Communication skills

Job description

Job Title:

Relationship Manager / Senior Relationship Manager

Experience:

2-7 years of experience in Retail Broking / Financial Services / Wealth Management.

Job Summary:

Responsible for acquiring new clients, managing existing customer relationships, and driving revenue through sales of equity, mutual funds, and other investment products. The role demands strong market knowledge, client servicing, and sales capability to ensure business growth and client satisfaction.

Key Responsibilities:

• Acquire new clients and generate revenue through retail broking and wealth products.
• Assist in onlinetrades execution and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Manage and enhance relationships with existing clients to increase business share.
• Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
• Achieve monthly and quarterly sales targets as assigned.
• Maintain high levels of client satisfaction through prompt service and query resolution.
• Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Key Skills:

• Strong understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.
• Sales-driven, self-motivated, and target-oriented.
• Ability to handle multiple client portfolios efficiently.