Relationship Executive - Financial Services Job in Bangalore at GEPL Capital

GEPL Capital

Fresher
full time
INR 200000-250000 /year
28 August, 2025

About the Job

Key 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.

Requirements:

1. Sales Mindset: Strong passion for achieving and exceeding sales targets.
2. Communication: Excellent communication and interpersonal skills to connect with diverse clients.
3. Field-Ready Attitude: Willingness to travel and conduct field visits regularly.
4. Client Focus: Ability to build and maintain long-term client relationships.
5. Education: A Minimum graduate qualification is mandatory.
6. Experience: Prior experience in field sales or financial services is preferred but not mandatory.

Kickstart your career in the financial services industry with GEPL Capital and make a difference by helping clients achieve their investment goals!

Number of Openings

2 openings

Skills

Financial literacy, Effective Communication, Field Sales

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Relationship Executive - Financial Services Job in Bangalore at GEPL Capital

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