Relationship Manager (Financial Products)

Job Description

Job Title: Relationship Manager (Financial Products) Location: Bhopal Kolar Road

Department: Sales

Reports to: General Manager

Job Summary:

The Relationship Manager – Sales is responsible for acquiring new clients and managing relationships with existing clients to drive the sales of Demat & Trading accounts, Mutual Fund, Insurance etc. The role involves understanding client needs, offering suitable financial products, and ensuring high levels of customer satisfaction.

Key Responsibilities:

1. Client Acquisition:
   1. Identify and target potential clients for Demat & Trading accounts.
   1. Conduct awareness programs at institutions to generate leads.
   1. Develop and implement strategies to acquire new clients.

• Client Relationship Management:
  • Build and maintain long-term relationships with clients.
  • Provide personalized service to clients and address their needs and queries promptly.
  • Ensure high levels of client satisfaction and retention.

• Sales Targets:
  • Achieve monthly, quarterly, and annual sales targets.
  • Cross-sell other financial products and services to existing clients.

• Product Knowledge:
  • Stay updated on the latest developments in the stock market and financial products.
  • Educate clients about the benefits and features of Demat & trading accounts and related services along with Mutual Fund’s & Insurance.

• Compliance and Documentation:
  • Ensure all client documentation is complete and accurate.
  • Adhere to regulatory and compliance guidelines while conducting sales activities.

• Reporting:
  • Prepare and submit regular sales reports to the General Manager.
  • Track and analyze sales performance and suggest improvements.

• Customer Support:
  • Provide after-sales support to clients.
  • Resolve any issues or concerns clients may have regarding their Demat accounts. Qualifications:
• Bachelor’s degree in Finance, Business Administration, or a related field.
• Proven experience in sales, preferably in the financial sector with a full time Stock Broker.
• Strong understanding of financial products, especially Demat accounts.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong problem-solving skills and attention to detail.
• Proficiency in using CRM software and Microsoft Office Suite.

Preferred Skills:

• Certification (NISM) in financial markets or related fields shall be preferred.
• Experience in client relationship management.
• Knowledge of regulatory requirements related to Demat accounts and the stock market.

Benefits:

• Competitive salary and performance-based incentives.
• Health insurance and other employee benefits.
• Opportunities for professional development and career growth.
• Supportive and dynamic work environment.