Relationship Manager

Key Responsibilities::

Client Acquisition and Onboarding:

• Identify and acquire new clients for equity trading and investment services.
• Build a strong network to generate leads and convert prospects into clients.
• Facilitate the onboarding process for new clients, ensuring all documentation and KYC compliance are completed efficiently.

1. Client Relationship Management:
• Develop and maintain strong relationships with retail and high-net-worth individuals (HNIs).
• Understand clients' financial goals, risk tolerance, and investment needs to provide tailored equity market solutions.
• Regularly engage with clients to review their portfolios and suggest adjustments based on market trends.
2. Equity Market Advisory and Execution:
• Provide clients with expert advice on equity investments, market opportunities and trading strategies.
• Ensure timely execution of buy/sell orders and provide updates on market conditions.
• Suggest additional financial products such as mutual funds, bonds, and derivatives to diversify client portfolios.
3. Revenue Generation:
• Achieve individual revenue targets through equity broking revenue, Value added schemes and third party product sales.
• Identify cross-selling and up-selling opportunities for other financial products and services.
4. Market Awareness and Research:
• Stay updated on equity market trends, macroeconomic developments, and corporate actions.
• Share insights with clients and proactively guide them on portfolio strategies.
5. Compliance and Risk Management:
• Ensure all client transactions adhere to regulatory norms (SEBI, NSE/BSE, etc.).
• Maintain accurate records of client interactions and trading activities for audit purposes.