Relationship Manager - Retail / Demat Acquisition

Veerwal Getwork Services; Pune District; On-site; INR 250,000 - 450,000; Full time

Job summary

Veerwal Getwork Services in Pune is seeking a field sales professional to acquire new retail customers for Demat and Trading accounts, generate leads, and convert prospects into active clients.

You will explain equity, mutual funds, insurance and other investment products; complete onboarding and KYC; activate accounts and drive trading. The role demands relationship-building, telecalling and target achievement.

Qualifications

• Excellent communication and convincing skills.
• Strong sales and relationship-management ability.
• Knowledge of stock market, Equity, Demat and Trading accounts.
• Basic understanding of Mutual Funds, SIPs, Insurance and other financial products.
• Ability to generate leads and convert them into customers.
• Target-oriented and comfortable with field sales/telecalling.
• Good follow-up and customer-handling skills.

Responsibilities

• Acquire new retail customers for Demat and Trading account opening.
• Generate leads through cold calling, references, field visits, networking, digital leads and market mapping.
• Convert prospects into active Demat/Trading customers.
• Explain Equity, Commodity, Currency, Mutual Fund, Insurance and other investment products.
• Complete customer onboarding, KYC and account-opening documentation.
• Activate newly opened accounts and encourage customers to start trading/investing.
• Maintain strong relationships with existing customers and generate repeat business.
• Cross-sell Mutual Funds, SIPs, Insurance, Bonds and Wealth Management solutions.
• Achieve monthly Demat acquisition, revenue, brokerage and business targets.
• Increase customer AUM and wallet share through product penetration.
• Follow up with customers regarding account opening, transactions, service requests and investment opportunities.
• Coordinate with operations, dealing, research and other internal teams to ensure smooth customer service.
• Maintain accurate customer records and follow all company and regulatory compliance requirements.

Skills

Communication skills

Sales ability

Relationship management

Lead generation

Field sales

Telecalling

Customer handling

Job description

Key Responsibilities

• Acquire new retail customers for Demat and Trading account opening.
• Generate leads through cold calling, references, field visits, networking, digital leads and market mapping.
• Convert prospects into active Demat/Trading customers.
• Explain the company's Equity, Commodity, Currency, Mutual Fund, Insurance and other investment products.
• Complete customer onboarding, KYC and account-opening documentation.
• Activate newly opened accounts and encourage customers to start trading/investing.
• Maintain strong relationships with existing customers and generate repeat business.
• Cross-sell products such as Mutual Funds, SIPs, Insurance, Bonds and Wealth Management solutions.
• Achieve monthly Demat acquisition, revenue, brokerage and business targets.
• Increase customer AUM and wallet share through effective product penetration.
• Follow up with customers regarding account opening, transactions, service requests and investment opportunities.
• Coordinate with operations, dealing, research and other internal teams to ensure smooth customer service.
• Maintain accurate customer records and follow all company and regulatory compliance requirements.

MOFSL postings also emphasize client acquisition, relationship management, revenue/AUM generation and opening Demat/Trading accounts. P Prosple+1

Required Skills

• Excellent communication and convincing skills.
• Strong sales and relationship-management ability.
• Knowledge of stock market, Equity, Demat and Trading accounts.
• Basic understanding of Mutual Funds, SIPs, Insurance and other financial products.
• Ability to generate leads and convert them into customers.
• Target-oriented and comfortable with field sales/telecalling.
• Good follow-up and customer-handling skills.