Merits Capital
4 weeks ago
Position: Relationship Manager Stock Market & Derivatives
Location: Moti Nagar, Delhi
Employment Type: Full-time
Experience Required: 3+ Years (Minimum 3 years in capital markets preferred)
About the Role
We are seeking a seasoned Senior Relationship Manager with strong expertise in the stock market and derivatives segment.
The ideal candidate will confidently manage client portfolios, offer market-based investment advice, and drive relationship-based growth.
This role is pivotal in managing a portfolio of clients, providing customized investment solutions, promoting equity and derivative products, and delivering high-value insights to help clients maximize returns.
You will engage closely with HNI and institutional clients, understand their financial goals, and offer strategic investment guidance.
Key Responsibilities
- Manage a portfolio of clients and build long-term relationships based on trust and performance.
- Provide tailored investment advice on equities, futures, options, and other capital market products.
- Understand client needs, financial goals, and risk appetite to recommend suitable trading and investment strategies.
- Proactively promote equity and derivative products to maximize client engagement.
- Stay updated on market movements, industry trends, and regulatory changes.
- Deliver regular market insights, reports, and actionable recommendations to clients.
- Meet revenue targets and contribute to the firms business growth.
- Ensure high levels of client satisfaction through timely, transparent communication and effective problem Requirements
- Minimum 3 years of experience in capital markets, specifically in equities, futures, and options.
- Proven experience managing HNI or institutional clients.
- Strong understanding of market dynamics, trading strategies, and risk management.
- Excellent communication, advisory, and relationship management skills.
- Relevant financial certifications such as NISM will be an added advantage.
- Results-oriented, self-motivated, and able to work in a fast-paced environment
(ref:iimjobs.com)
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