Relationship Manager

Jainam Broking Ltd; Jaipur; On-site; INR 300,000 - 600,000; Full time

Job summary

Jainam Broking Ltd in Jaipur is seeking a driven Sales/Client Acquisition professional to grow our stock market services client base. You will identify potential clients, conduct cold calls, and deliver presentations to showcase value, leading the end-to-end sales process.

The role emphasizes meeting targets, building long-term client relationships, and staying ahead of market trends. A finance/economics/business degree and strong communication skills are required, with CRM and MS Office

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Experience in sales or business development within financial services or stock market is preferred.
• Excellent communication, negotiation, and presentation skills.

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 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 inquiries and providing relevant market information.
• Enhance client satisfaction by ensuring 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 insights into sales presentations and strategies.
• Use CRM tools to track leads, manage client interactions, and maintain records.
• 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, regulations, and trends.
• Educate clients about stock market basics, investment risks, and potential returns.
• Prepare and submit regular sales reports, forecasts, and market analyses to management.
• Maintain thorough documentation of sales activities and client interactions.

Skills

Communication skills

Negotiation

Presentation skills

CRM software

Microsoft Office

Relationship management

Self-motivated

Goal-oriented

Education

Bachelor's degree in Finance/ Economics/ Business Admin

Tools

CRM software

Microsoft Office

Job description

Role & responsibilities

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.