Relationship Manager - Demat & TPP Acquisition, Bancassurance Channel

QuickTurtle is looking for a driven Relationship Manager to join our Bancassurance Channel. In this role, you'll focus on direct sales of Demat accounts, margin collection, and cross-selling a range of financial products to new and existing clients through our bank partners.

Key Responsibilities

• Direct Sales: You'll be responsible for the direct sale of Demat accounts and margin collection for Equity, Commodity, and Currency products from our Bank Channel.
• Revenue Generation: Drive revenue by selling Insurance, Value Packs, ACE, and TGS (likely referring to specific QuickTurtle products or services).
• Cross-Selling: Actively cross-sell additional financial products, including Mutual Funds (MF) and Portfolio Management Services (PMS).
• Client Management: You'll be responsible for both new client lead generation and maintaining strong, lasting relationships with existing clients.

What We're Looking For

• Proven experience in direct sales within the financial services industry, particularly with Demat accounts.
• A strong understanding of equity, commodity, and currency markets.
• Demonstrated ability to cross-sell various financial products.
• Excellent communication and relationship-building skills.
• A proactive approach to lead generation and client retention.