Portfolio Development Manager

A Broking Sales Relationship Manager will be expected to be responsible for acquiring new clients and managing existing high-value relationships to generate brokerage revenue through the sale of various financial products, including equities, mutual funds, and derivatives.

Key Responsibilities

Client Acquisition & Business Growth : Identify, acquire, and onboard new retail and / or institutional clients, promoting Demat and Trading account openings through lead generation and referrals.

Relationship Management : Build and maintain strong, trust-based relationships with active traders and high-net-worth individuals (HNIs). This involves regular contact, understanding client needs, and ensuring high satisfaction and retention rates.

Sales & Revenue Generation : Drive revenue by meeting sales / revenue targets, cross-selling a range of investment products (e.G., Mutual Funds, PMS, IPOs, Insurance), and encouraging trading activity.

Advisory Services : Provide clients with investment advice and tailored stock trading solutions based on market trends, risk assessment, and financial needs.

Operational Support & Compliance : Assist clients with account setup, trading interfaces, and order execution. Ensure all client onboarding, KYC (Know Your Customer), and regulatory requirements are met and documented.

Market Analysis : Monitor client trading patterns and stay updated on market trends to identify opportunities to upsell or provide timely market insights.

Qualifications & Skills

Education : A Bachelor's degree in Finance, Business Administration, Economics, or a related field is typically required. An MBA will be a plus.

Experience : Good experience in equity sales, broking, wealth management, or a similar financial services role.

Certifications : Relevant financial certifications such as NISM (National Institute of Securities Markets) Series VII, Series VIII, or equivalent licenses are often preferred or required, depending on the region.

Skills :

Strong knowledge of capital markets, stock trading mechanisms, and financial products.

Excellent communication, negotiation, and presentation skills.

Strong sales aptitude and a target-driven mindset.

Ability to build trust and rapport with high-value clients.

Familiarity with CRM software and trading platforms.