Relationship Manager

Gretex Share Broking Limited; Mumbai City; Vor Ort; INR 300.000 - 600.000; Vollzeit

Zusammenfassung

Gretex Share Broking Limited in Mumbai invites a target-driven sales professional to generate new leads, acquire clients for trading and demat accounts, and explain stock broking products. You will onboard clients and build ongoing relationships.

You will work towards monthly sales targets, cross-sell mutual funds, IPOs, and other financial products, and coordinate with research and dealing teams to provide market information while adhering to SEBI and company compliance rules.

Qualifikationen

• Graduate or MBA with sales experience or interest in stock markets and financial services.

Aufgaben

• Generate new leads and acquire clients for trading and demat accounts.
• Explain stock broking products and investment products & services to potential clients.
• Assist clients with account opening and onboarding.
• Maintain relationships with existing clients and provide regular support.
• Achieve monthly sales and revenue targets.
• Cross-sell financial products such as mutual funds, IPOs, bonds, and other investment products.
• Follow up with leads through calls, meetings, and digital platforms.
• Coordinate with the research and dealing teams to provide relevant market information to clients.
• Follow SEBI and company compliance rules while communicating with clients.
• Meet & acquire new Aps.

Kenntnisse

Good communication

Convincing skills

Sales and relationship-building

Basic knowledge of stock market

Target-oriented

Handle client queries

Ausbildung

Graduate or MBA

Jobbeschreibung

Role & responsibilities

• Generate new leads and acquire clients for trading and demat accounts.


• Explain stock broking products and investment products & services to potential clients.


• Assist clients with account opening and onboarding.


• Maintain relationships with existing clients and provide regular support.


• Achieve monthly sales and revenue targets.


• Cross-sell financial products such as mutual funds, IPOs, bonds, and other investment products.


• Follow up with leads through calls, meetings, and digital platforms.


• Coordinate with the research and dealing teams to provide relevant market information to clients.


• Follow SEBI and company compliance rules while communicating with clients.


• Meet & acquire new Aps.

Required Skills:

• Good communication and convincing skills.


• Sales and relationship-building ability.


• Basic knowledge of the stock market and financial products.


• Target-oriented and self-motivated.


• Ability to handle client queries and follow-ups.

Qualification:

Graduate/MBA with relevant sales experience or interest in stock markets and financial services.