Relationship Manager

Veerwal Getwork Services; Ernakulam, Thiruvananthapuram; On-site; INR 300,000 - 500,000; Full time

Benefits offered by this job

Career growth

Brand exposure

Performance incentives

Job summary

Veerwal Getwork Services in Kerala seeks a Relationship Manager – Sales to drive client acquisition and revenue growth in BFSI and stock broking. You will promote Demat Accounts, Mutual Funds and other investment products while building lasting relationships with clients through field-driven activities.

The role requires strong communication, negotiation, and a results-oriented mindset, with collaboration across sales channels and rigorous achievement of monthly targets in Cochin/Trivandrum.

Qualifications

• Minimum 1 year of relevant experience in Sales/BFSI/Stock Broking/Wealth Management/Financial Services.

Responsibilities

• Acquire new clients and generate business through various sales channels.
• Promote and sell Demat Accounts, Mutual Funds and other investment products.
• Build and maintain strong, long-term relationships with clients.
• Understand customers’ financial requirements and recommend suitable products.
• Generate leads through references, cold calling, networking and other sources.
• Follow up with prospective clients and convert leads into successful accounts/business.
• Achieve assigned monthly and quarterly sales targets.
• Cross-sell and up-sell relevant financial products to existing customers.
• Ensure proper documentation and smooth account opening processes.
• Provide regular assistance and support to clients regarding their investment and account-related queries.
• Maintain accurate customer records and ensure timely follow-ups.
• Stay updated with market trends, financial products and company offerings.

Skills

Communication skills

Negotiation

Interpersonal skills

Lead generation

Client handling

Job description

WERE HIRING |

Relationship Manager – Sales | BFSI / Stock Broking

Are you passionate about Sales, Investment Products & Client Relationship Management?

Here’s an exciting opportunity to build your career in the financial services industry!

Job Details

Position: Relationship Manager – Sales

Locations: Cochin & Trivandrum

Experience: Minimum 1 Year

Industry: Stock Broking / BFSI / Financial Services

Key Responsibilities

• Acquire new clients and generate business through various sales channels.
• Promote and sell Demat Accounts, Mutual Funds and other investment products.
• Build and maintain strong, long-term relationships with clients.
• Understand customers’ financial requirements and recommend suitable products.
• Generate leads through references, cold calling, networking and other sources.
• Follow up with prospective clients and convert leads into successful accounts/business.
• Achieve assigned monthly and quarterly sales targets.
• Cross-sell and up-sell relevant financial products to existing customers.
• Ensure proper documentation and smooth account opening processes.
• Provide regular assistance and support to clients regarding their investment and account-related queries.
• Maintain accurate customer records and ensure timely follow-ups.
• Stay updated with market trends, financial products and company offerings.

Candidate Requirements

• Minimum 1 year of relevant experience in Sales / BFSI / Stock Broking / Wealth Management / Financial Services.
• Experience in selling Demat Accounts, Mutual Funds, Broking or Investment Products will be preferred.
• Strong communication and interpersonal skills.
• Good convincing, negotiation and client-handling abilities.
• Target-oriented with a strong business-development mindset.
• Ability to generate leads and convert prospects into clients.
• Candidates who are comfortable with field/client interaction and sales targets are preferred.

Why Join?

• Opportunity to grow in the BFSI & Financial Services sector
• Work with an established financial services brand
• Exposure to Demat, Mutual Funds & Investment Products
• Excellent opportunity for professionals looking to grow in sales & relationship management