Relationship Manager
Tradebulls Securities
Relationship Manager
Tradebulls Securities
Park Street Area, Kolkata/Calcutta
βΉ20,000 - βΉ80,000 monthly*
Fixed
βΉ20000 - βΉ60000
Average Incentives*
βΉ20,000
Earning Potential
βΉ80,000
You can earn more incentive if you perform well
Job Details
Interview Details
Job highlights
Urgently hiring
36 applicants
Benefits include: Travel Allowance (TA), Health Insurance, ESI (ESIC), 5 working days
Job Description
Relationship Manager β Tradebulls Securities π¦π
Job Overview πThe Relationship Manager is responsible for managing client relationships, acquiring new clients, and driving revenue through financial products offered by Tradebulls Securities while ensuring high levels of customer satisfaction.
- Key Responsibilities
- π§βπΌπAcquire new clients for Equity, Derivatives, Currency, and Commodity trading from their own source ππΉ
- Build and maintain long-term relationships with existing clients π€
- Provide regular market updates, investment ideas, and trading support π°π
- Achieve assigned revenue and AUM targets π―π°
- Conduct daily client meetings and follow-ups ππ₯
- Assist clients with account opening, KYC, and documentation πβ
- Resolve client queries and complaints in a timely manner β‘π
- Coordinate with internal teams for smooth client servicing ππ’
- Ensure compliance with company policies and SEBI regulations πβοΈ
- Required Skills & Qualifications π οΈπGraduate / MBA in Finance or related field π
- Experience in stock broking / financial services preferred ππ¦
- Strong communication and interpersonal skills π£οΈβ¨
- Sales-driven mindset with client-centric approach ππ€
- Knowledge of financial markets and trading platforms ππ₯οΈ
- Key Performance Indicators (KRA) ππ
- Daily client meetings and calls π π
- New client acquisition ππ€
- Brokerage and AUM generation π°π
- Client retention and satisfaction ππ
- Why Join Tradebulls Securities? ππ
- Reputed brand in financial services π
- Growth-oriented work culture π
- Attractive incentive structure πΈ
Learning opportunities in capital markets ππ
Fresher with relevant degree are also welcome
Job role
Work location
Park Street, Mullick Bazar, Taltala, Kolkata, West Bengal, India
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
Portfolio management, Financial knowledge, Wealth management, Mutual funds, Investment portfolio, Product demonstration, Current Account, Demat Account Sales, Wealth Management Services, Savings Account
English level
Good (Intermediate / Advanced) English
Degree/ Specialisation
B.Com (Hons.) in Marketing/ Sales and Marketing, BBA in Marketing and Finance/ Marketing/ Sales and Marketing, MBA in Marketing and Finance/ Marketing/ Sales and Marketing, B.Com in Sales and Marketing (Atleast one)
Age limit
22 - 40 years
Gender
Any gender
About company
Name
Tradebulls Securities
Address
Park Street, Mullick Bazar, Taltala, Kolkata, West Bengal, India
Job posted by Tradebulls Securities
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