Relationship Managers & Dealers

Incred; Nagpur District, Ahmedabad District, Vadodara; On-site; INR 300,000 - 600,000; Full time

Job summary

Incred is seeking a results-driven sales professional to acquire new clients in retail broking and wealth products, guide online trades, and build lasting client relationships. The role emphasizes achieving monthly and quarterly targets while maintaining high client satisfaction and strict compliance with SEBI/NSE/BSE policies.

You will engage with clients on equities, mutual funds, IPOs, and other investment opportunities, navigating multiple portfolios efficiently in a fast-paced market

Qualifications

• 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.

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.
• Manage and enhance relationships with existing clients to increase business share.
• 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

Markets understanding

Communication skills

Relationship building

Target driven

Job description

Role & 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.


• Manage and enhance relationships with existing clients to increase business share.


• 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.