Job Description
Job Title
Relationship Manager (RM)
Department
Sales & Business Development
Industry
Stock Broking / Financial Services / Capital Markets
Reporting To
Branch Manager / Regional Sales Manager
Job Summary
The Relationship Manager is responsible for acquiring new clients, building long-term relationships, and driving business growth through the promotion of stock broking and investment products. The role involves generating revenue, managing client portfolios, and providing financial solutions to retail and HNI clients.
Key Responsibilities
- Acquire and onboard new clients for trading and investment products.
- Generate brokerage revenue by promoting Equity, Derivatives, Currency, and Commodity trading.
- Cross-sell Mutual Funds, PMS, AIF, Bonds, IPOs, Insurance, and other wealth products.
- Build and maintain strong relationships with retail and HNI clients.
- Conduct regular portfolio reviews and provide investment guidance.
- Achieve assigned revenue, client acquisition, and cross-selling targets.
- Monitor market movements and update clients on investment opportunities.
- Resolve client queries and provide prompt service support.
- Ensure adherence to regulatory and compliance requirements.
- Maintain accurate records of client interactions and business activities.
Required Skills & Qualifications
- Graduate in any discipline (MBA preferred).
- 1-5 years of experience in Stock Broking, Wealth Management, Banking, or Financial Services.
- Strong knowledge of Equity, Derivatives, Mutual Funds, PMS, and AIF products.
- Excellent communication, presentation, and relationship management skills.
- Strong sales and negotiation abilities.
- NISM Certification will be preferred.
Key Performance Indicators (KPIs)
- New Client Acquisition
- Brokerage Revenue Generation
- Cross-Selling Revenue
- AUM Growth
- Client Retention Rate
- Client Engagement & Satisfaction
- Achievement of Business Targets
Preferred Candidate Profile
- Experience in stock broking or capital market industry.
- Strong network of retail and HNI clients.
- Self-driven and target-oriented professional.
- Ability to build and maintain long-term client relationships.
Job Details
| Role Level: | Mid-Level | Work Type: | Full-Time |
|---|---|---|---|
| Country: | India | City: | Surendranagar ,Gujarat |
| Company Website: | jainam.in | Job Function: | Sales |
| Company Industry/ Sector: |
Sales Finance And Accounting Management And Leadership | ||
What We Offer
About the Company
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Job Snapshot
