Sales - Relationship Manager

Job Description – Sales Relationship Manager (FOCO – Franchisee Biz) Position : Relationship Manager Industry : Financial Services / Wealth Management Location : Kerala (Ernakulam) Key Responsibilities : Client Acquisition: Generate new clients by acquiring Demat and Trading accounts through referrals, direct prospecting, networking, etc. Referral Associate (RA) Model: Develop and manage a strong network of Referral Associates to generate consistent leads and expand the client base. Local Area Marketing: Conduct investor meets, seminars, webinars, and other local marketing initiatives to create awareness and generate quality leads. Client Relationship Management: Build and maintain strong relationships with existing and prospective clients. Cross-Selling: Identify customer requirements and introduce suitable financial and investment products and services. Market & Product Knowledge Qualifications & Experience Graduate in any discipline. Candidates with 1+ year of experience in financial services, stock broking, wealth management, or a related field are preferred. Freshers interested in building a career in the stock market and financial services may also apply. Strong communication, interpersonal, and relationship-management skills. Basic understanding of stock markets, Demat accounts, trading, and investment products. Ability to generate leads, develop relationships, and achieve business objectives. We are looking for result-oriented and customer-focused professionals who are passionate about financial markets and enjoy building long-term client relationships. The ideal candidate should have strong communication skills, a proactive approach, and an interest in developing a career in wealth management and financial services