Relationship Manager (pachkula)

JobItUs; Haryana; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

A financial services company in Haryana is seeking a Sales Executive to acquire new clients and sell online trading accounts. The ideal candidate will have 2-5 years of experience in sales, strong communication skills, and an analytical mindset. Responsibilities include building client relationships and providing investment options. Join us to drive growth and achieve monthly targets.

Qualifications

• Graduate degree is mandatory.
• 2-5 years of experience in sales is required.

Responsibilities

• Acquire new clients and build relationships.
• Sell online broking accounts.
• Provide investment options based on customer needs.

Skills

Good communication skills

Strong analytical skills

Customer orientation

Education

Graduate

Job description

Job description:

• New client acquisition, building new relationships and increasing depth in existing relationships with clients.
• Selling online broking accounts- Demat account, trading account.
• Identifying customer needs, assessing their appetite and providing them investment options.
• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
• Achieving targets as assigned by the organisation on a monthly basis.
• Migrating offline clients to do online trading.
• Regular updates to the immediate superior as a when required.

Qualification:

• Graduate

Experience:

• 2-5 Years

Key Skills:

• Good communication skills
• Strong analytical skills
• Customer orientation