Investment Relationship Manager

Role & responsibilities

Client Acquisition & Relationship Management

• Acquire new clients through personal network, referrals, leads, and direct outreach.
• Develop and maintain strong long-term relationships with existing clients.
• Understand client goals, risk profile, and investment preferences to provide suitable solutions.
• Conduct periodic portfolio reviews and proactively advise clients on rebalancing strategies.

Trading & Investment Advisory

• Assist clients in placing and executing trades in equities, derivatives, IPOs, mutual funds, and other market instruments.
• Share actionable market insights, research-backed trading ideas, and investment recommendations.
• Educate clients on platforms, tools, and market trends to enhance engagement and self-trading capabilities.

Revenue Generation & Business Growth

• Meet or exceed monthly revenue targets through brokerage, product cross-sales, and increased client trading activity.
• Achieve KPIs related to client acquisition, AUM growth, active client ratio, and product penetration.

Product Knowledge & Upskilling

• Stay updated on market developments, investment products, and regulatory changes.
• Collaborate with research, product, and operations teams to enhance client offerings and experience.

Key Skills & Competencies:

• Strong knowledge of equity markets, derivatives, and investment products.
• Excellent communication, persuasion, and relationship management skills.
• Ability to analyse client needs and provide strategic investment advice.
• Comfortable working in a target-driven environment.

Educational Qualifications:

• Bachelors degree in Finance, Commerce, Economics, or related field (mandatory)
• MBA/PGDM in Finance or Marketing (preferred)
• NISM Series VII (Equity Derivatives) and Series VIII (Equity Certification) – Mandatory as per SEBI norms

Experience:

• 1–5 years of relevant experience in relationship management, broking, advisory, or financial sales roles.