Relationship Manager– Financial services
Experience: Fresher’s with a strong passion for sales are welcome, Minimum 6 months in sales
Education: Minimum Graduate
Sector: Broking
Company Name: GEPL CAPITAL PRIVATE LIMITED
About GEPL Capital
GEPL Capital, a recipient of the prestigious "Maharashtra Best Employer Brand Award 2018," is
a trusted name in the financial services industry. With a network of over 100 offices and 30,000+
clients nationwide, GEPL provides exceptional financial solutions. We are members of BSE, NSE,
MCX, NCDEX, CDSL, WDM, and the Insurance sectors, offering unmatched growth opportunities in
a supportive work environment.
Website: www.geplcapital.com
Job Responsibilities
1. Client Acquisition: Identify and approach potential clients to open Demat and Trading
accounts.
2. Lead Generation: Map prospective customers and generate quality sales leads through
references, networks, and market research.
3. Client Interaction: Effectively communicate the benefits of Demat and Trading accounts,
addressing client queries and concerns.
4. Field Visits: Conduct regular visits to meet clients, explain offerings, and close sales.
5. Reporting: Maintain accurate records of client interactions, leads, and sales activities.
6. Market Awareness: Stay updated on market trends, financial products, and competitor
activities to strategize better.
Key Skills & Requirements
Sales Mindset: Strong passion for achieving and exceeding sales targets.
Communication: Excellent communication and interpersonal skills to connect with diverse
clients.
Field-Ready Attitude: Willingness to travel and conduct field visits regularly.
Client Focus: Ability to build and maintain long-term client relationships.
Education: Minimum graduate qualification is mandatory.
Experience: Prior experience in field sales or financial services is preferred but not
mandatory.
How to Apply
Share your updated CV at recruitment@geplcapital.com
Kickstart your career in the financial services industry with GEPL Capital and make a
difference by helping clients achieve their investment goals!