Relationship Manager Sales

Company Description Choice Equity Broking Private Limited is a diversified financial services group delivering comprehensive investment and wealth management solutions across equities, derivatives, mutual funds, IPOs, insurance, and lending. Founded in 1992, Choice combines technology-driven platforms with expert advisory services to simplify investing for both individuals and institutions. The organization has a growing national footprint and a strong presence across finance, technology, and advisory services, supported by robust digital infrastructure. Its integrated one-roof ecosystem spans stock broking, NBFC services, wealth management consulting, insurance, and investment banking. Guided by a vision of financial inclusion and smarter investing, Choice empowers investors with tools, insights, and opportunities to build long-term wealth.

Role Description The Relationship Manager Sales, based on-site in Bokaro, is a full-time role focused on acquiring, onboarding, and managing retail and institutional clients for Choices investment and wealth management products. This role involves identifying prospective customers, conducting meetings and presentations, explaining product offerings such as equities, derivatives, mutual funds, and insurance, and guiding clients through account opening and transaction processes. The Relationship Manager will maintain ongoing client relationships, provide portfolio-related updates, address service issues promptly, and coordinate with internal teams such as operations, research, and compliance to ensure a smooth client experience. Daily responsibilities include meeting sales targets, tracking leads in CRM systems, participating in local marketing or investor awareness activities, and staying informed about market trends and regulatory guidelines to support informed client discussions.

Qualifications

• Strong sales, business development, and client relationship management skills, with the ability to meet targets and grow a portfolio.
• Knowledge of financial markets and products, including equities, derivatives, mutual funds, insurance, and related investment solutions.
• Effective communication, negotiation, and presentation skills to explain complex financial concepts clearly and build trust with diverse clients.
• Proficiency in using digital tools and CRM or sales management platforms, with comfort in working on technology-enabled investment platforms.
• Sound analytical and problem-solving abilities, including the capacity to interpret market information and support client decision-making.
• Ability to work on-site in Bokaro, manage field visits, and collaborate with cross-functional teams in a fast-paced environment.
• Relevant academic background in finance, commerce, business, or a related field; professional certifications in securities or financial advisory are an advantage.
• Prior experience in broking, banking, NBFC, or other financial services sales roles is preferred, along with familiarity with SEBI and exchange regulations.