01Overview
Position: Relationship Manager (Equity & Wealth)
Salary: 20,000 35,000 per month
Incentives: Monthly performance incentives
Role Overview
Work with active & dormant clients, guide them on equity, F&O;, and wealth products, and support their investments. This is a relationship-driven, office-based role (no fieldwork).
Responsibilities
- Manage and grow assigned client portfolios
- Support clients in equity/F&O;, SIPs, mutual funds & wealth products
- Reactivate old clients and drive monthly revenue
- Daily follow-ups and advisory coordination
- Cross-selling investment products (NO door-to-door)
What We Offer
- Strong fixed salary + incentives
- Market training + terminal training
- Reputed brand in broking & wealth management
Job Type: Full-time
Compensation: 20,000.00 - 35,000.00 per month
Perks:
- Health insurance
- Provident Fund
Work Location: In person .
