Business Development Manager/Relationship Manager

Role & responsibilities

• Cater to investment needs of mass affluent clients by recommending products like including equity, derivatives, equity advisory products, mutual funds, Unlisted Shares, PMS and AIF.
• Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management).
• Acquire new clients for equity, derivatives, commodities, and other financial products.
• Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation.
• Drive cross-selling of the companys distribution products to create additional revenue streams.
• Execute client orders in equity, derivatives, commodity, and currency markets with accuracy and speed.
• Ensure compliance with exchange regulations, SEBI norms, and internal risk management guidelines.
• Handle online and offline trading platforms, resolving any client issues related to order execution.
• Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation.
• Coordinate with the back office, RMS (Risk Management System), and compliance teams for smooth trade settlements.
• Provide timely reports and trade confirmations to clients while maintaining transparency.
• Maintain confidentiality and integrity in handling client data and financial transactions.
• Build long-term relationships based on trust, transparency and value addition.
• Work closely with research, operations, and compliance teams to deliver superior client experience.
• Maintain regular communication with clients to review portfolio performance and address concerns.

Preferred candidate profile

• 2 + Years in sales/wealth management of handling clients.
• Proficiency in trading platforms i.e. CTCL.
• Preferred industry back ground: Stock Broking, Wealth Management.
• Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products.
• Goal-oriented with a focus on delivering exceptional client service.