Relationship Manager

Bvcpl; Vadodara; On-site; INR 400,000 - 650,000; Full time

Benefits offered by this job

Sales incentives

Annual bonus

Retention bonus

Job/soft skill training

Job summary

Bvcpl is seeking a results-driven sales professional in Gujarat to acquire new clients and expand the firm’s trading and wealth management relationships. The role involves managing portfolios across equities, mutual funds, and related products.

Primary duties include driving client acquisition, overseeing DMAT activities, and delivering brokerage services with accuracy and compliance. A strong client-facing track record is essential.

Qualifications

• UG degree in management, commerce or CFP training

Responsibilities

• Acquire new clients and develop relationships
• Oversee sales activities and DMAT processes
• Manage client portfolios through equity, mutual fund, and wealth management strategies
• Conduct brokerage services, trade execution, and DMA operations

Education

BBA

BMS

B.Com

CFP

Job description

Posted: 2 days ago Openings: 1 Applicants: Less than 10

• Acquire new clients, develop relationships
• Oversee sales activities and DMAT processes
• Manage client portfolios through equity, mutual fund, and wealth management strategies.
• Conduct brokerage services, trade execution, and DMA operations.

Perks and benefits

• Sales incentives
• Annual bonus
• Retention bonus
• Job/soft skill training

Role Category: Trading, Asset & Wealth Management

Education

UG: B.B.A. / B.M.S. in Any Specialization, B.Com in Any Specialization, Certified Financial Planner in Any Specialization

Key Skills

Skills highlighted with "" are preferred keyskills

Iincorporated in 2011 with a clear mission: To provide reliable, transparent, and client-focused financial services that empower individuals and institutions to achieve their financial aspirations.

Field Sales- Stock Broking- Relationship Manager

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