Relationship Manager

Job Description – Relationship Manager – Sales

Position: Relationship Manager – Sales (Wealth & Demat Products)

Department: Sales & Business Development

Location: Worli, Mumbai

Job Summary

We are looking for a Relationship Manager to acquire and manage clients and generate business across wealth management and Demat services. The role involves understanding client requirements, promoting financial products, building relationships, and providing end-to-end client support.

Key Responsibilities

• Generate new business through referrals, networking, databases, campaigns, and market outreach.

• Build and maintain relationships with investors, HNIs, corporate clients, and other prospects.

• Promote financial products such as Mutual Funds, Insurance, Unlisted Shares, and other investment products.

• Identify investors holding physical share certificates and generate leads for Physical-to-Demat conversion.

• Educate clients about Demat services, investment products, and the related processes.

• Assist clients with Demat/trading account opening and required documentation.

• Coordinate with internal teams, DPs, RTAs, and other stakeholders for smooth processing.

• Follow up with clients and provide regular support throughout the investment and Demat process.

• Identify cross-selling and upselling opportunities to increase business.

• Achieve assigned sales and revenue targets.

• Maintain records of client interactions, leads, follow-ups, and sales activities.

• Stay updated on financial products, market trends, IPOs, and investment opportunities.

Eligibility & Experience

• Graduate in Finance, Business Administration, Commerce, or any relevant discipline.

• 0–3 years of experience in financial services, wealth management, stock broking, banking sales, or Demat services.

• Freshers with good communication skills and a strong interest in sales and financial markets are welcome to apply.

• Candidates with experience in client acquisition, investment product sales, or Physical-to-Demat conversion will be preferred.

• Strong communication, interpersonal, and relationship-building

skills.

• Self-motivated, target-oriented, and willing to learn.

• Basic understanding of financial products and capital markets will be an advantage.