Equity Relationship Manager :
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.
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.