Relationship Manager

Role & responsibilities

• Communicating intra-day trading calls and investing ideas to customers.
• Monitoring day to day operations at Branch.
• Maintaining regular relations with clients.
• Individually operate NSE / BSE terminals.
• Thorough knowledge of all NSE / BSE rules & regulations and Compliance.
• Ability to advise the clients from time to time based on the research advices. Generating Brokerage and volume to the Branch.
• To trade for the clients, keeping them informed about rates, research information, and market outlook, order & trade details and confirmations.
• Identify and develop new streams for equity revenue growth and maintaining cordial relationship with existing clients.
• Client Acquisition,
• Opening D-Mat Account,
• Expand the Client Base by appointing various new clients,
• Developing Relationship with HNI clients and Generating leads through References.
• Achieve laid down budgets w.r.t revenue generation and client activation.