Relationship Manager

Tradebulls Securities

Park Street Area, Kolkata/Calcutta

β‚Ή20,000 - β‚Ή80,000 monthly*

Fixed

β‚Ή20000 - β‚Ή60000

Average Incentives*

β‚Ή20,000

Earning Potential

β‚Ή80,000

You can earn more incentive if you perform well

Work from Office

Full Time

Any experience

Good (Intermediate / Advanced) English

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 – Tradebulls Securities πŸ¦πŸ“Š

Job Overview 🌟The 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
  • πŸ§‘β€πŸ’ΌπŸ“ŒAcquire new clients for Equity, Derivatives, Currency, and Commodity trading from their own source πŸ“ˆπŸ’Ή
  • Build and maintain long-term relationships with existing clients 🀝
  • Provide regular market updates, investment ideas, and trading support πŸ“°πŸ“Š
  • Achieve assigned revenue and AUM targets πŸŽ―πŸ’°
  • Conduct daily client meetings and follow-ups πŸ“žπŸ‘₯
  • Assist clients with account opening, KYC, and documentation πŸ“βœ…
  • Resolve client queries and complaints in a timely manner ⚑😊
  • Coordinate with internal teams for smooth client servicing πŸ”„πŸ’
  • Ensure compliance with company policies and SEBI regulations πŸ“œβš–οΈ
  • Required Skills & Qualifications πŸ› οΈπŸŽ“Graduate / MBA in Finance or related field πŸŽ“
  • Experience in stock broking / financial services preferred πŸ“‰πŸ¦
  • Strong communication and interpersonal skills πŸ—£οΈβœ¨
  • Sales-driven mindset with client-centric approach πŸš€πŸ€
  • Knowledge of financial markets and trading platforms πŸ“ŠπŸ–₯️


  • Key Performance Indicators (KRA) πŸ“πŸ“ˆ
  • Daily client meetings and calls πŸ“…πŸ“ž
  • New client acquisition πŸ†•πŸ‘€
  • Brokerage and AUM generation πŸ’°πŸ“Š
  • Client retention and satisfaction πŸ˜ŠπŸ”


  • Why Join Tradebulls Securities? πŸŒŸπŸ†


  • Reputed brand in financial services πŸ…
  • Growth-oriented work culture πŸš€
  • Attractive incentive structure πŸ’Έ

Learning opportunities in capital markets πŸ“šπŸ“ˆ

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

FAQs about this job

Show all

Apply for job