Relationship Manager

Industry: Stock Broking / Financial Services

Department: Sales & Business Development

Location: As per business requirement

Position Overview

We are seeking a dynamic and result-oriented Relationship Manager (RM) to acquire, manage, and grow client relationships while driving revenue through investment and broking products. The role involves client acquisition, portfolio servicing, cross-selling financial products, and ensuring a high level of customer satisfaction.

Key Responsibilities

• Acquire new clients through references, networking, and lead generation activities.
• Generate revenue through Equity, Derivatives, Currency, Commodity, Mutual Funds, PMS, AIF, and other investment products.
• Build and maintain long-term relationships with retail/HNI clients.
• Provide investment guidance and market updates to clients.
• Achieve assigned business targets in terms of client acquisition, revenue, and AUM.
• Cross-sell and upsell financial products to existing clients.
• Conduct regular portfolio reviews and client meetings.
• Ensure timely resolution of client queries and service issues.
• Maintain compliance with company policies and regulatory guidelines.

Desired Candidate Profile

• Graduation/Post Graduation in Finance, Commerce, Business, or related field.
• 28 years of experience in Stock Broking, Wealth Management, Banking, or Financial Services.
• Strong understanding of Capital Markets and Investment Products.
• Excellent communication, relationship management, and sales skills.
• NISM Certification preferred.
• Proven track record in revenue generation and client acquisition.

Key Skills

• Client Relationship Management
• Equity & Derivatives Knowledge
• Wealth Management
• Investment Advisory
• Cross-Selling & Upselling
• Business Development
• Capital Market Products
• Sales & Revenue Generation

KPIs

• Client Acquisition
• Revenue Generation
• AUM Growth
• Product Penetration
• Client Retention Rate
• Activation of Trading Accounts