Relationship Manager - Equity Sales

Ckredence Wealth Management; Surat; On-site; INR 300,000 - 600,000; Full time

Job summary

Ckredence Wealth Management is seeking a results-driven sales professional for equity products and financial services in Surat, Gujarat. You will focus on acquiring new clients, expanding the broker network, and driving revenue growth through a range of equity offerings.

Ideal candidates have 2+ years in sales within equity products, mutual funds, SIPs, and related financial services, with a strong client-service mindset and target-oriented approach.

Qualifications

• Minimum 2 years sales experience in equity products or financial services.

Responsibilities

• Business Development & Sales
• Focus on revenue generation and acquisition of new client relationships.
• Drive new client acquisition and increase revenue from existing clients through equity broking services.
• Develop and implement branch-level sales strategies to meet/exceed targets.
• Identify and capitalize on market opportunities, promoting various equity products.
• Acquisition of Authorised Persons to expand the business network.
• Ensure prompt resolution of client grievances and queries.
• Maintain high standards of client service and satisfaction.
• Promote investor education and awareness about equity products.

Skills

Sales experience

Job description

Role & responsibilities

• Business Development & Sales
• Focus on revenue generation and acquisition of new client relationships.
• Drive new client acquisition and increase revenue from existing clients through equity broking services.
• Develop and implement branch-level sales strategies to meet/exceed targets.
• Identify and capitalize on market opportunities, promoting various equity products.
• Acquisition of Authorised Persons to expand the business network.
• Ensure prompt resolution of client grievances and queries.
• Maintain high standards of client service and satisfaction.
• Promote investor education and awareness about equity products.

Preferred candidate profile

• Sales experience of at least 2 years of Equity products, Mutual Funds, SIP, Demat Accounts, PMS, RIA & AIF products).