Exp- 2 to 3 Years
Notice Period- Immediate Joiner- 60 days
Working days/ Timing- 5.5 days (9 am to 6 pm)
Location- Jalna, Maharashtra
Skills- New client acquisition experience in broking/financial services, Revenue target achievement, Margin/fund collection experienceCross-selling ability
About the Role:
We're looking for a target-driven Relationship Manager to acquire and grow a client base for our broking and third-party product (TPP) business — managing everything from new account activation to margin collections and cross-selling investment products.
Key Responsibilities:
- Acquire new clients and activate trading accounts
- Drive revenue across Broking (Equity) and TPP (Insurance, PMS, Mutual Funds)
- Collect trading margins through both online and offline (cheque/RTGS) modes
- Work client databases for activation, reactivation, and retention
- Cross-sell Insurance, PMS, and Mutual Fund (Lumpsum/SIP) products to existing clients
Key Skills:
- Proven experience in client acquisition within broking/financial services
- Strong track record of achieving revenue and collection targets
- Cross-selling ability across investment and insurance products
- Disciplined, database-driven approach to client management
- Good negotiation and follow-up skills
Skills Required
- 2 to 3 years of experience
- New client acquisition experience in broking or financial services
- Experience achieving revenue targets
- Margin or fund collection experience
- Cross-selling ability across investment and insurance products
- Good negotiation and follow-up skills
What We Do
Arting Digital is an IT services and digital transformation company serving more than 500 clients worldwide. It provides customized technology solutions spanning software and product engineering, web and mobile application development, cloud computing, data and analytics, DevOps, QA testing, robotic process automation, digital marketing, consulting, and related digital services to help organizations improve operations and achieve growth.
