Relationship Manager Acquisition/ Equity Broking/ Investment Products

QuickTurtle; Ahmedabad District; On-site; INR 4,00,000 - 8,00,000; Full time

Job summary

A leading financial services firm in Ahmedabad is looking for a candidate to open Demat & Trading accounts and provide personalized investment solutions. The ideal candidate should have a strong sales background and knowledge of financial products. This role involves building client relationships, identifying new business opportunities, and achieving sales targets, while ensuring excellent customer service and client retention.

Qualifications

• Proficient in direct sales and client acquisition.
• Strong understanding of financial products including mutual funds and equity.
• Ability to maintain strong client relationships for retention.

Responsibilities

• Responsible for opening Demat & Trading accounts through direct sales.
• Build and maintain relationships with clients to meet their investment needs.
• Identify new business opportunities and cross-sell financial products.
• Serve as the primary contact for key accounts, ensuring excellent customer service.
• Develop strategic plans to grow business within key accounts.

Skills

Acquisition of Demat & Trading Accounts

Knowledge of Investment Products

Equity Sales

Demat

Stock Broking

Trading Accounts

Job description

Responsibilities

• The candidate will be responsible for Demat & Trading account opening, with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.
• Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.
• Identifying new business opportunities within the assigned cluster of key accounts, cross‑selling financial products such as Mutual Funds, PMS, AIF, Structured Products, Insurances.
• Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.
• Developing and implementing strategic plans and initiatives to grow the business with key accounts.
• Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
• Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision‑making.

Skills

• Acquisition of Demat & Trading Accounts
• Knowledge of Investment Products
• Equity Sales
• Demat
• Stock Broking
• Equity Sales
• Trading Accounts

Mandatory Key Skills

• direct sales
• acquisition
• market intelligence
• sales
• mutual funds
• broking
• trading
• equity broking
• structured products
• financial products
• client retention
• cold calling
• pms
• stock broking
• equity sales
• trading account
• investment products
• customer service