Relationship Manager

Job Purpose

To acquire and manage clients by offering stock broking and investment solutions, driving revenue through trading volumes and cross-selling financial products.

Key Responsibilities

• Acquire new clients for equity, derivatives (F&O), commodities, and currency trading

• Build and maintain long-term relationships with retail and HNI clients

• Provide investment guidance on equities, mutual funds, IPOs, PMS, and other wealth products

• Generate brokerage revenue through active client engagement and portfolio reviews

• Execute trades and ensure smooth account opening and onboarding

• Cross-sell allied financial products such as mutual funds, insurance, bonds, and NCDs

• Achieve monthly and annual revenue and acquisition targets

• Ensure compliance with SEBI and company policies

• Maintain regular client communication and market updates

Desired Candidate Profile

• Graduate / MBA in Finance preferred

• 1–5 years of experience in stock broking, wealth management, or financial services

• Strong knowledge of equity markets, derivatives, and investment products

• Excellent communication, negotiation, and relationship management skills

• NISM certifications (Equity / Derivatives / Mutual Fund) preferred

• Client-handling and revenue-driven mindset

• It is a Full Time Field Sales job for candidates with 6 months - 2 years of experience.