Relationship Manager

Job Specifications

Profile : RM – Sales

Designation : Relationship Manager

Reporting To : Branch Manager / Cluster Head

Location : Indore

Primary Job Responsibilities

Key Responsibilities

• 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.
• Client Relationship Management
• Develop 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.
• Equity Market Advisory & Execution
• 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.
• Revenue Generation
• 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.
• Market Awareness & Research
• 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.
• Compliance & Risk Management
• 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.

Academic Requirements

Experience

Key Competencies & Skills

Competencies

Skills