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Post: Relationship manager / Assistant relationship manager

Location: Bhubaneswar

Job Types: Full-time

Job Description :

The Relationship manager is responsible for driving business growth by acquiring new clients, managing existing relationships for Equities (D-Mat/Trading accounts) and promote our products and services.

Key Responsibilities:

• Acquire new clients through direct sales efforts, networking, and referrals.
• Develop and execute strategies to increase client base and revenues across financial products.
• Manage and grow relationships with clients by understanding their financial needs and offering suitable solutions.
• Meet assigned sales targets for revenue and client acquisition.
• Coordinate with internal departments for seamless client onboarding, KYC, and service support.
• Stay updated with market trends, regulatory changes, and competitor offerings.

Key Skills & Competencies:

• Proven sales track record in financial services, broking, or wealth management.
• Strong client relationship management and interpersonal skills.
• Good understanding of financial markets (equity & deviations).
• Excellent communication and negotiation skills.
• Ability to work independently and as part of a team.
• Result-oriented approach with a strong drive to meet targets.

Skills Required: Sales and acquisition , Relationship Management , Client Relationship , Customer Service.

Experience Range: 1 – 5 years

Qualifications & Experience:

• Graduate/Postgraduate (B.COM, MBA) in Business, or related field.
• Minimum 1 year of experience in financial product sales, preferably in broking or wealth management.

Compensation:

• Competitive salary with performance-based incentives and benefits.