Relationship Manager

Responsibilities: • Develop and implement strategies to acquire new clients through outbound calls and other lead generation activities. • Establish rapport and trust with potential clients by understanding their financial goals and risk tolerance. • Effectively explain the benefits of opening a demat account and investing in the stock market. • Present various investment options, including equities, mutual funds, and PMS, tailored to client needs. • Guide clients through the account opening process and ensure a smooth onboarding experience. • Maintain regular communication with clients, providing ongoing support and addressing their queries. • Monitor client accounts and recommend suitable investment strategies for longterm growth. • Achieve individual and team targets for new account openings and trading activity. Sc fddfd fd fbgriobjgbjgongif gd fd df df fd gf fg gf g g Qualifications: • Bachelor's degree in Business Administration, Finance, or a related field. • Minimum 1-3 years of experience in sales or a client-facing role, preferably within the financial services industry. • Excellent communication, interpersonal, and presentation skills. • Strong ability to build relationships and develop trust with clients. • Proficient in MS Office Suite and CRM software. • Good understanding of basic financial concepts and investment products. • Passionate about personal finance and helping others achieve their financial goals.