Relationship Manager - Wealth Manager
ConfidentialDelhi, India5 days ago
Job descriptionStrong knowledge of equity and derivative markets Proven success in client acquisition and retention within broking / financial services Valid NISM certifications (Equity & Derivatives) Exceptional communication, negotiation, and relationship-building skills Consistently meet and exceed monthly client acquisition and revenue targets Maintain a minimum number of active trading clients and ensure high client engagement Demonstrate proactive outreach — not waiting for leads but building your own network Uphold the highest levels of compliance, transparency, and ethical standards in all dealings Stay updated with markets and regulations and translate insights into actionable client strategies Contribute to the team's growth by sharing best practices and innovative approaches
Designation : Relationship Manager - Wealth Manager
What You'll Do
- Acquire new clients through networking, referrals, and proactive outreach strategies
- Strengthen and expand existing client relationships by delivering top-quality broking services
- Offer tailored investment advisory in equities and derivatives aligned with client goals
- Execute client trades with precision and efficiency across market segments
- Drive revenue by meeting sales targets and cross-selling / up-selling financial products
- Monitor client portfolios, identify new opportunities, and manage risks effectively
- Stay ahead of market movements, research insights, and regulatory updates to guide clients
What You Need
What We Expect from You
Skills Required
Broking Services, Client Acquisition, Investment Advisory
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Relationship Manager • Delhi, India
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