Relationship Manager (Sales)

Choice Equity Broking Private Limited, Research Division; Bokaro District; On-site; INR 300,000 - 540,000; Full time

Job summary

Choice Equity Broking Private Limited, Research Division seeks a Relationship Manager (Sales) to build and manage client relationships in Bokaro, on-site. You will promote investment and broking services, conduct meetings, and tailor equity solutions to client needs.

You will coordinate with internal teams, assist with account opening and documentation, and monitor leads to achieve targets while maintaining high client satisfaction.

Qualifications

• Must have strong client relationship management and the ability to build long-term partnerships.
• Proven sales and business development capabilities with lead generation and targets.
• Solid understanding of equity markets and broking services.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities, with attention to documentation and compliance.
• Ability to collaborate with research, operations, and support teams in a fast-paced environment.
• Formal finance degree and, if available, relevant securities/markets certifications.

Responsibilities

• Develop and manage client relationships and promote broking services.
• Conduct regular client meetings, understand financial needs, and present investment solutions.
• Assist with account opening and documentation, ensuring timely follow-up on leads.
• Coordinate with research and operations teams for client inquiries and reports.
• Prepare basic client activity and sales performance reports.
• Strive to achieve sales and revenue targets while upholding client satisfaction.

Skills

Client relationships

Sales & BD

Equity markets basics

Communication skills

Time management

Cross-functional collaboration

Documentation & compliance

Education

Bachelor’s degree in Finance, Commerce, Business, Economics

Job description

Company Description

Choice Equity Broking Private Limited, Research Division is an investment banking and equity broking organization headquartered at Choice House in Shree Shakambhari Corporate Park, Andheri (East), Mumbai. The division focuses on providing research-driven insights and financial solutions to clients across diverse market segments. Team members work closely with investors to support informed decision-making through data-backed recommendations. The company emphasizes professionalism, client service, and long-term relationship building in a dynamic, growth-oriented environment.

Role Description

The Relationship Manager (Sales) will be responsible for developing and managing client relationships, with a focus on promoting the company’s investment and broking services. This full-time, on-site role is based in Bokaro and involves regular client meetings, understanding client financial needs, and offering appropriate equity and investment solutions. The role includes handling inquiries, explaining product features, assisting with account opening and documentation, and ensuring timely follow-up on leads. The Relationship Manager will collaborate with internal research and operations teams, prepare basic reports on client activity and sales performance, and work towards achieving agreed sales and revenue targets while maintaining high standards of client satisfaction.

Qualifications

• Strong client relationship management skills, including the ability to build trust, communicate clearly, and maintain long-term partnerships.
• Sales and business development capabilities, with experience in lead generation, converting prospects, and working toward defined targets.
• Basic understanding of equity markets, investment products, and broking services, with a willingness to stay updated on market trends.
• Excellent verbal and written communication skills, with the ability to present financial offerings in a clear and accessible manner.
• Good organizational and time-management skills, including attention to detail in documentation and compliance processes.
• Ability to work collaboratively with research, operations, and support teams, and to adapt to a fast-paced financial services environment.
• Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications in securities or financial markets are an advantage.
• Prior experience in financial services or broking sales is preferred, but motivated candidates with strong interpersonal skills will also be considered.