Job Title: Sales Executive – Relationship Manager

Industry: Portfolio Management

Location: Delhi

Experience: 2–5 Years (Experience in the same industry preferred)

Qualification: Graduate

Job Description: We are looking for a dynamic and motivated Sales Executive – Relationship Manager to join our growing team in the portfolio management space. The ideal candidate will have a background in financial services and a proven track record in client acquisition and relationship management.

Key Responsibilities:

• Acquire new clients and build long-term relationships.
• Deepen relationships with existing clients to enhance portfolio value.
• Sell online broking services including Demat and trading accounts.
• Identify client needs and provide suitable investment options.
• Cross-sell financial products such as Mutual Funds, Insurance, and Bonds.
• Meet monthly sales and revenue targets set by the organization.
• Promote and convert offline clients to online trading platforms.
• Maintain regular communication and updates with the reporting manager.
• Key Skills:Strong communication and interpersonal skills.
• Sound knowledge of financial markets and investment products.
• Excellent customer service orientation.
• Strong analytical and problem-solving ability.
• Goal-oriented and self-motivated.

Functional Area: Sales / Financial Services