Relationship Manager

Role & responsibilities - Acquire new clients through self-sourcing, references, and field activities.

- Handle account opening, eKYC, KYC/KRA validation, and account activation.

- Manage existing client relationships and assist with trading, investment, and account-related queries.

- Generate brokerage revenue through Equity, F&O, Commodity, and Currency segments.

- Cross-sell Mutual Funds, IPOs, Insurance, and other financial products.

- Achieve monthly targets related to client acquisition, account activation, funding, and revenue.

- Coordinate with Dealing, Risk, Back Office, and Compliance teams for smooth client servicing.

- Maintain accurate lead mapping in CRM and ensure proper follow-up and client retention.

Preferred candidate profile - Graduate / MBA with 1-5 years of experience in Stock Broking / Banking / Financial Services.

- Must have NISM / NCFM certification (preferred).

- Good understanding of Stock Market, Trading Terminals, and Demat operations.

- Excellent communication, convincing and interpersonal skills.

- Target-oriented, self-motivated and willing to work in a fast-paced environment.

Perks and benefits