Alice Blue Financial Services Pvt. Ltd.

Relationship Manager

Alice Blue Financial Services Pvt. Ltd.
Mulund West, Mumbai/Bombay
₹20,000 - ₹30,000 monthly*

Fixed

₹20,000 - ₹25,000

Average Incentives*

₹5,000

Earning Potential

₹30,000

Work from OfficeWork from Office
Full TimeFull Time
Any experienceAny experience
Basic EnglishBasic English

Job highlights

Urgently hiring

Urgently hiring

Benefits include:  PF, Health Insurance, ESI (ESIC)

Benefits include: PF, Health Insurance, ESI (ESIC)

Job Description

  • Roles & Responsibilities – Client RetentionReactive Client ManagementContact inactive/reactive clients regularly and understand the reason for inactivity.
  • Identify client requirements and provide suitable support to encourage trading activity.
  • Follow up with clients and convert inactive clients into active traders.
  • Dormant Client ReactivationIdentify dormant accounts with trading potential.
  • Conduct calls and follow-ups to understand the reason for dormancy.
  • Guide clients through the reactivation process and encourage them to resume trading.
  • HNI Client EngagementIdentify HNI clients with high trading/investment potential.
  • Maintain regular communication and build long-term relationships.
  • Encourage increased trading activity based on the client's needs and interests.
  • Focus on generating sustainable brokerage revenue from active HNI clients.
  • Brokerage GenerationDrive trading activity among inactive, dormant, and HNI clients.
  • Increase client engagement and transaction frequency.
  • Achieve monthly brokerage and revenue targets.
  • Client RetentionMaintain strong relationships with existing clients.
  • Resolve client concerns quickly and coordinate with internal teams when required.
  • Minimize client inactivity and improve client retention.
  • Daily/Monthly TrackingMaintain daily call and follow-up records.
  • Track reactivated clients, first trades, trading volume, and brokerage generated.
  • Prepare regular performance reports against assigned targets. 


Job role

Work location
Work location201, 2nd Floor, Avior-Nirmal Galaxy, Mulund West, Mumbai - 400080. The building is beside Deep Mandir, and, Lal Bahadur Shastri Marg, opposite Johnson & Johnson, on, Mumbai, Maharashtra 400080 Mulund West, Mumbai/Bombay
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceAny experience
Education
EducationGraduate
Skills
SkillsLife insurance, Mutual funds, Personal Loans
English level
English levelBasic English
Gender
GenderAny gender

About company

Name
NameAlice Blue Financial Services Pvt. Ltd.
Address
Address201, 2nd Floor, Avior-Nirmal Galaxy, Mulund West, Mumbai - 400080. The building is beside Deep Mandir, and, Lal Bahadur Shastri Marg, opposite Johnson & Johnson, on, Mumbai, Maharashtra 400080 Mulund West, Mumbai/Bombay
Job posted by Alice Blue Financial Services Pvt. Ltd.

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You can expect a minimum salary of 20,000 INR and can go up to 30,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Mumbai at apna.

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