Relationship Manager

EB - A505Financial Services, Equity Trading Agency & Retail Stock Broking

Danapith, Rajkot 0 - 3 Year Male / Female Any Graduate

₹18,000 – ₹30,000 / monthEverbest Recruitment Team

Key Skills: Graduate in any discipline. • 0–3 years of experience in Sales / Banking / Insurance / Mutual Funds / Stock Broking / Financial Services preferred. • Freshers with excellent communication and sales aptitude can apply. • Good communication & interpersonal skills. • Confident in meeting clients personally. • Presentable and professional personality. • Basic understanding of financial products. • Gujarati + Hindi communication required; basic English preferred. • Willingness to travel locally for client meetings. • Strong follow-up and relationship-building skills. • Target-oriented and self-motivated.

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JOB DESCRIPTION

• Meet existing & prospective clients. • Understand their financial requirements and goals. • Explain suitable financial products in simple language. • Generate business through Insurance, Mutual Funds & Stock Broking. • Build long-term client relationships. • Generate leads through references, networking & existing clients. • Follow up with prospects and convert genuine opportunities. • Cross-sell relevant products to existing clients. • Achieve monthly & annual business targets. • Provide excellent post-sales service.

KEY REQUIREMENTS & SKILLS

• Graduate in any discipline. • 0–3 years of experience in Sales / Banking / Insurance / Mutual Funds / Stock Broking / Financial Services preferred. • Freshers with excellent communication and sales aptitude can apply. • Good communication & interpersonal skills. • Confident in meeting clients personally. • Presentable and professional personality. • Basic understanding of financial products. • Gujarati + Hindi communication required; basic English preferred. • Willingness to travel locally for client meetings. • Strong follow-up and relationship-building skills. • Target-oriented and self-motivated.

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