Relationship Manager – Investment (stock Market / Demat / Mutual Fund)

About the Company:

Mint Capital is a premier financial services organization and an authorized partner of Angel One, one of India’s leading stock broking and wealth management firm. We specialize in client acquisition, investment advisory, and trading services — providing individuals with comprehensive financial solutions and the right investment guidance.

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Role Overview:

We are seeking experienced and result-oriented Relationship Managers to join our financial Investment team. The role involves engaging with potential clients, understanding their financial goals, and offering appropriate investment solutions in Demat accounts, stock trading, mutual funds, and SIPs.

This position is ideal for professionals with strong financial knowledge and a passion for client interaction and revenue generation.

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Key Responsibilities:

Conduct field and telephonic meetings with potential clients to promote Demat & trading account openings.

Guide clients on investment opportunities, mutual funds, and stock market products.

Understand client requirements and provide customized financial solutions.

Achieve monthly and quarterly sales and brokerage targets.

Maintain regular follow-up and ensure high client satisfaction and retention.

Stay updated with market trends and product knowledge to better serve clients.

Collaborate with the internal operations team to ensure smooth onboarding and service delivery.

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Desired Candidate Profile:

1–4 years of experience in financial sales, broking, wealth management, or investment advisory.

Strong understanding of stock markets, mutual funds, and Demat operations.

Excellent communication and presentation skills with a customer-centric approach.

Ability to work independently and achieve assigned targets.

Candidates with NISM certification (Series V-A, Mutual Fund Distributor, or Equity Derivatives) will be preferred.

Should be comfortable with field meetings and client acquisition.

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Qualifications:

Graduate or Postgraduate in Finance, Commerce, Economics, or Business Administration.

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Perks & Benefits:

Attractive Fixed Salary + Lucrative Incentives.

Excellent career growth and learning opportunities.

Exposure to diverse financial products and client categories.

Supportive and growth-driven work culture.

Quick Vertical Growth.

Rewards- Domestic & International Trips, Coupons and gift vouchers.

• Experience

  1 - 4 Years

• No. of Openings

  4

• Education

  Graduate

• Role

  Relationship Manager

• Industry Type

  Banking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face Interview Location

  Mint Capital IT/Techno Park, *Lower Ground floor* across *Canteen*, Bargi hills, Jabalpur