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Relationship Manager (Urgent Search)
Anand Rathi Share and Stock Brokers LtdIndia15 hours ago
Job descriptionDevelop and nurture long-term relationships with retail and HNI clients. Understand clients’ financial goals, risk appetite, and investment needs to provide customized solutions. Conduct periodic portfolio reviews and suggest timely adjustments. Provide expert advice on equity investments, market opportunities, and trading strategies. Ensure accurate and timely execution of trades. Cross-sell and up-sell additional financial products such as mutual funds, bonds, and derivatives. Achieve individual revenue targets through equity broking, value-added schemes, and third-party product sales. Drive client activity levels to meet brokerage and sales objectives. Explore cross-selling opportunities to maximize wallet share. Stay updated on equity markets, economic developments, and corporate actions. Share insights and proactively guide clients on portfolio strategies. Contribute inputs for internal market reports and strategy development. Adhere to all regulatory requirements (SEBI, NSE / BSE, etc.). Maintain accurate client records for audits and compliance. Educate clients about market risks and ensure investments are aligned with their risk profile. Bachelor’s degree in Finance, Commerce, or Economics. 2–5 years of experience in equity markets, wealth management, or related roles. Team handling experience : Not applicable. Customer-focused with a consultative approach. Strong problem-solving and negotiation skills. Attention to detail with ability to work under pressure. Proactive in identifying client needs and opportunities.
Job Specifications
Profile : RM – Sales
Designation : Relationship Manager
Reporting To : Branch Manager / Cluster Head
Location : Indore
Primary Job Responsibilities
Key Responsibilities
1. Client Acquisition & Onboarding
- Identify and acquire new clients for equity trading and investment services.
- Build a strong network to generate leads and convert prospects into active clients.
- Facilitate seamless onboarding with proper documentation and KYC compliance.
1. Client Relationship Management
1. Equity Market Advisory & Execution
1. Revenue Generation
1. Market Awareness & Research
1. Compliance & Risk Management
Academic Requirements
Experience
Key Competencies & Skills
Competencies
Skills
1. In-depth knowledge of equity markets, investment products, and trading strategies.
2. Excellent communication and interpersonal skills.
3. Strong analytical ability to interpret market trends and provide insights.
4. Proficiency in trading platforms and CRM tools.
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Relationship Manager • India
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