Job Opening

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.


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

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