Relationship Manager

C. Securities Pvt. Ltd.; Mumbai; On-site; INR 300,000 - 450,000; Full time

Job summary

C. Securities Pvt. Ltd.

in Mumbai is seeking a sales-oriented candidate with 1–3 years of experience in stock broking or finance to acquire new customers and advise on investment options. You will design suitable investment options and promote financial products while building long-term relationships with clients. The role requires the ability to meet sales targets, understand client needs, and maintain cordial relations with existing clients, including high-net-worth individuals in the region.

Qualifications

• 1–3 years of work experience in stock broking/finance
• Acquiring new and prospective customers
• Understanding client requirements and providing investment advice
• Selling financial products (Mutual Funds, IPOs, Insurance, Bonds, NCDs, FDs)
• Maintaining long-term relationships with clients and aiming for future business

Responsibilities

• Acquiring new and prospective customers.
• Understanding the requirements of the prospect.
• Providing investment advice to sort out their problems.
• Maintaining cordial relationships with existing clients.
• Understanding the current needs of the clients.
• Designing investment options suitable to clients.
• Selling financial products like Mutual Fund, IPO, Insurance, Bond, NCD & Fixed Deposit.
• Resolving investment queries and providing advisory services.
• Ensuring customer satisfaction and long-term relationships.
• Generating substantial sales.
• Networking with HNI clients.
• Building a network of prospective customers.
• Targeting clients willing to engage in high speculative trading.

Skills

Customer acquisition

Investment advisory

Sales targets

Relationship building

Education

B.Com/MBA/PGDM or other

Job description

Candidate should have 1 to 3 years of work experience with stock broking/ Finance company. Job Description:

• Acquiring new and prospective customers.
• Understanding the requirements of the prospect
• Providing them with advice that helps them to sort out their problems in investment
• Ensuring future business from those prospective customers in the long run Maintaining cordial relationship with the existing clients.
• Understanding the current needs of the clients
• Designing an investment option suitable to the clients
• Sell financial products like Mutual Fund, IPO, Insurance, Bond, NCD & Fixed Deposit etc.
• Solving at their investment problem and providing advisory services
• Ensuring that the customers are satisfied and maintaining good relationship with them
• Ability to generate large sales
• To build cordial relationship with HNI clients
• To build good network of prospective customers
• To target on those clients willing to take up high speculative trading

Job Location : Ghatkopar (East)

Experience

Minimum 1 year

Qualification

Bcom/MBA/PGDM or other