Relationship Manager

Job Description: Relationship Manager

Position Title: Relationship Manager
Department: Dealing and Sales
Reporting To: Branch Manager / Team Leader / Regional Head
Location: Delhi

Company Profile: LKP Securities Ltd. is a leading financial services provider in India. Established in 1948, the company has a rich history of offering a wide range of services including equity and commodity broking, financial planning, investment advisory, wealth management, and research.

LKP Securities has a strong presence in major Indian cities like Mumbai, Delhi, Chennai, Hyderabad, Kolkata, Ahmedabad, Surat, Pune, Nashik. The company is known for its robust risk management practices and cutting-edge technology platforms that enable seamless trading and investment processes for its clients.

With a team of experienced professionals, LKP Securities is committed to delivering quality services to individual and institutional investors. The company's research division provides in-depth analysis and market insights, allowing clients to make informed investment decisions.

Role Overview: The Relationship Manager will be responsible for building and managing relationships with high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI). The primary focus will be to offer personalized financial solutions by leveraging the companys comprehensive suite of investment and stockbroking and distribution products, while achieving revenue and asset growth targets.

Key Responsibilities:

• Acquire new clients for equity, derivatives, commodities, and other financial products.
• Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation.
• Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management).
• Drive cross-selling of the company’s distribution products to create additional revenue streams.
• Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation.
• Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends.
• Coordinate with the dealing team to execute trades efficiently as per client requirements.
• Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions.
• Conduct investor awareness programs, webinars, and client engagement activities to enhance business.
• Provide timely reports and trade confirmations to clients while maintaining transparency.
• Maintain confidentiality and integrity in handling client data and financial transactions.
• Build long-term relationships based on trust, transparency and value addition.
• Work closely with research, operations, and compliance teams to deliver superior client experience.
• Maintain regular communication with clients to review portfolio performance and address concerns.

Qualification:

• NISM Certification.
• Graduate/Postgraduate (Preferably in Finance, Commerce, or related field)

Preferred Candidate:

• 1+ Years in sales/wealth management of handling clients.
• Preferred industry back ground: Stock Broking, Wealth Management.
• Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products.
• Goal-oriented with a focus on delivering exceptional client service.