Relationship Manager

Role & responsibilities

• Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
• Ability to advise the clients from time to time based on the research calls.
• Generating brokerage and volume to the branch.
• Conduct regular portfolio reviews and provide clear market and performance updates.
• To trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations.
• Identify new streams for revenue and maintain cordial relationship with existing clients.
• Achieve laid down target W.r.t Revenue generation, client activation & client acquisition.

Cross selling third party products (Life Insurance & mutual funds).

Preferred candidate profile

• NISM 8 and NISM 25 A certification is mandatory.
• Excellent communication and active listening skills.
• Confidence and strong presentation abilities.
• Ability to explain information clearly and simply.
• Strong convincing and interpersonal skills.