Anand Rathi Share and Stock Brokers Ltd
Website:
anandrathi.com
Job details:
Job Summary
We are looking for a highly motivated and target-driven Relationship Manager to drive new client acquisition through Equity Demat & Trading Account opening and cross-selling of investment products. This is a 90% field sales role focused on business development, client acquisition, and investment product sales. There is no KRA for brokerage generation.
Key Responsibilities
- Acquire new customers by opening Equity Demat & Trading Accounts.
- Generate leads through self-sourcing, references, networking, and market activities.
- Cross-sell financial products including:
- Mutual Funds (MF)
- Insurance
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- Bonds and Fixed Income Products (where applicable)
- Conduct client meetings, sales presentations, and investment awareness sessions.
- Build and maintain strong relationships with retail, affluent, and HNI clients.
- Understand customer financial needs and recommend suitable investment solutions.
- Coordinate with internal teams for smooth account opening and onboarding.
- Ensure customer documentation and KYC compliance.
- Achieve assigned acquisition and cross-selling targets.
- Maintain high levels of customer satisfaction and post-sales engagement.
Key Result Areas (KRAs)
- New Equity Demat & Trading Account Acquisition.
- Activation of newly acquired clients.
- Revenue through cross-selling of Mutual Funds, Insurance, PMS, and AIF.
- Lead generation and conversion.
- Customer acquisition and relationship management.
- Achievement of monthly sales targets.
Click on Apply to know more.