We are looking for a passionate and client-focused Relationship Manager to join our Anand Rathi stock broking under Authorised Person Mukesh Patil and wealth management team. The ideal candidate will be responsible for client acquisition, maintaining relationships, and providing investment advice in equity, derivatives, and mutual funds.
Key Responsibilities:
Acquire new clients for equity and investment products.
Build and maintain strong, long-term relationships with clients.
Execute client trades on online/offline trading platforms.
Provide research-based investment advice and market updates.
Cross-sell other financial products such as mutual funds, IPOs, and insurance.
Handle client queries, grievances, and ensure smooth transactions.
Achieve monthly targets for client acquisition and revenue generation.
Required Skills & Qualifications:
Graduate / Post Graduate in Finance, Commerce, or related field.
NISM certification (Series VII or VIII) preferred.
Good communication and sales skills.
Basic understanding of equity, derivatives, and financial markets.
Proficiency in trading platforms and MS Office.
Benefits:
Attractive incentive structure.
Growth opportunity in stock broking and wealth management.
Training support for NISM certification (if required).