Field Sales Relationship Manager - Stock Broking & HNI
Popular Placements Consultancy
Mumbai, Maharashtra, India · Full Time
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- Experience
- 2+ yrs
- Salary
- INR 1,000,000 – INR 2,000,000 / year
- Openings
- 1
- Posted
- 4 weeks ago
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Any graduate with relevant experience in stock broking or banking and an existing client base for wealth product sales.
- Resume
- Required to apply
Where you'll work
Job description
About the Role
This position is focused on field-based sales for high-net-worth clients in the stock broking and wealth management space. The role involves acquiring business from the open market and using an existing personal client network to drive revenue.
Key Duties
- Promote and sell Demat and trading accounts to prospective clients.
- Market and cross-sell mutual funds, PMS, AIF, and insurance products.
- Generate leads and source business through direct field activity in the open market.
- Leverage your own client relationships to build and expand the portfolio.
- Manage client interactions with a focus on wealth product sales.
Candidate Profile
The employer is looking for someone with prior experience in stock broking or banking, especially in selling wealth-related products. A solid personal client base and familiarity with mutual funds, PMS, and AIF are important for success in this role.
Additional Information
This is a field sales assignment and requires active business development outside the office environment. Applicants should be prepared to work independently and bring in their own network of clients.
Application Note
Interested candidates were instructed to share their CV by email.