Relationship Manager

Key Responsibilities

• Acquire new customers for Demat and Trading Accounts through leads, references, and field activities.
• Guide clients through the account opening and KYC process, ensuring compliance with SEBI and company norms.
• Build and maintain long-term relationships with clients to ensure high customer satisfaction and retention.
• Assist customers in understanding Angel One’s platforms (mobile and web), products, and trading tools.
• Generate revenue by cross-selling products such as:
• Mutual Funds
• SIPs
• Insurance
• Margin trading and derivatives
• Educate clients about market trends, investment options, and trading opportunities.
• Handle customer queries and provide timely resolution for account or platform-related issues.
• Achieve monthly and quarterly targets for account activation, turnover, and revenue generation.
• Ensure 100% compliance with internal policies, SEBI guidelines, and audit requirements.

Required Skills & Qualifications

• Bachelor’s degree in Commerce, Finance, Business, or related field.
• Knowledge of Demat accounts, stock markets, and financial products.
• Strong communication, presentation, and interpersonal skills.
• Ability to meet sales targets and work in a competitive environment.

Work Mode

• Onsite / Field-based role
• Location: Remote
• Working Days: Monday to Saturday.

Job Type: Full-time

Pay: ₹12,000.00 per month

Work Location: Remote