Relationship Manager - Demat & TPP Acquisition, Bancassurance Channel

QuickTurtle is looking for a driven Relationship Manager to join our Bancassurance Channel. In this role, you'll focus on direct sales of Demat accounts, margin collection, and cross-selling a range of financial products to new and existing clients through our bank partners.

Key Responsibilities

• Direct Sales : You'll be responsible for the direct sale of Demat accounts and margin collection for Equity, Commodity, and Currency products from our Bank Channel.
• Revenue Generation : Drive revenue by selling Insurance, Value Packs, ACE, and TGS (likely referring to specific QuickTurtle products or services).
• Cross-Selling : Actively cross-sell additional financial products, including Mutual Funds (MF) and Portfolio Management Services (PMS) .
• Client Management : You'll be responsible for both new client lead generation and maintaining strong, lasting relationships with existing clients.

What We're Looking For

Skills Required

Direct Sales, Portfolio Management, Financial Products, Relationship Building, Lead Generation, Communication Skills