Business Development Relationship Manager

Roles and Responsibilities :

• Develop and maintain relationships with existing clients to identify their financial goals and provide tailored investment solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Collaborate with internal teams such as sales, operations, and compliance to ensure seamless delivery of services to clients.
• Stay up-to-date with industry trends, regulations (NISM), and product knowledge (MF) to offer expert advice to clients.

Job Requirements :

• 2-7 years of experience in broking or related field (insurance, mutual funds).
• Strong understanding of demat accounts and ability to handle demat transactions efficiently.
• Excellent communication skills for building strong relationships with clients; ability to work independently.
• NISM 5A certificate