Relationship Manager/Senior Relationship Manager

Incred; India; On-site; INR 500,000 - 900,000; Full time

Job summary

Incred is seeking a proactive sales professional to drive revenue through equity, mutual funds, and wealth products. You will acquire new clients, manage existing relationships, and guide online trades while promoting investment opportunities.

A strong market knowledge base and a client-focused approach are essential. You will be responsible for meeting monthly and quarterly targets, delivering outstanding service, and upholding SEBI/NSE/BSE compliance across activities.

Qualifications

• Strong understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.
• Sales-driven, self-motivated, and target-oriented.

Responsibilities

• Acquire new clients and generate revenue through retail broking and wealth products.
• Assist in online trades execution and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
• Achieve monthly and quarterly sales targets as assigned.
• Maintain high levels of client satisfaction through prompt service and query resolution.
• Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Skills

Market knowledge

Client servicing

Sales capability

Relationship-building

Target-oriented

Multitasking

Tools

Trading platforms

Job description

Job Summary:

Responsible for acquiring new clients, managing existing customer relationships, and driving revenue through sales of equity, mutual funds, and other investment products. The role demands strong market knowledge, client servicing, and sales capability to ensure business growth and client satisfaction.

Roles & Responsibilities

• Acquire new clients and generate revenue through retail broking and wealth products.
• Assist in online trades execution and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
• Achieve monthly and quarterly sales targets as assigned.
• Maintain high levels of client satisfaction through prompt service and query resolution.
• Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Preferred candidate profile

• Strong understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.
• Sales-driven, self-motivated, and target-oriented.
• Ability to handle multiple client portfolios efficiently.