Interview For Relationship Manager Sales || B.Com - Freshers

A. Client acquisition and business development- Identify and approach prospective clients through calls, references, meetings, campaigns, and networking.- Explain the benefits of opening a demat and trading account.- Generate leads and convert prospects into active clients.- Achieve monthly targets for account openings, activation, revenue, and client retention.- Promote eligible products and services such as equity delivery, intraday trading, derivatives, mutual funds, and other permitted investment products, subject to the company's registrations and authorisations.B. Client relationship management- Maintain regular contact with clients and understand their service requirements.- Help clients with account opening, KYC documentation, platform access, and basic operational queries.- Provide updates about company services, market developments, and product features using approved information.- Coordinate with the dealing desk, research team, operations, compliance, and customer support.- Handle client complaints promptly and escalate unresolved issues through the prescribed process.C. Revenue generation and retention- Build a sustainable client base with consistent service and transparent communication.- Monitor client activation, trading activity, assets under service, and retention.- Identify opportunities to offer suitable additional services within the company's authorised scope.- Maintain accurate records of client interactions, leads, follow-ups, and conversions in the CRM.Experience0 - 5 YearsNo. of Openings10EducationGraduate (B.Com, Professional Degree, Certificate/Diploma/Others)RoleRelationship Manager SalesIndustry TypeBrokingGender[ Male / Female ]Age Limit18 - 30 Yrs.Job CountryIndiaType of JobFull TimeWork Location TypeWork from OfficeBenefits includeIncentives