Relationship Manager

3 weeks ago

Bhopal, Madhya Pradesh, India Anand Rathi Share and Stock Brokers Ltd Full time

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

  • Bachelor's degree in Finance, Commerce, or Economics.

Experience

  • 2–5 years of experience in equity markets, wealth management, or related roles.
  • Team handling experience: Not applicable.

Key Competencies & Skills

Competencies

  • Customer-focused with a consultative approach.
  • Strong problem-solving and negotiation skills.
  • Attention to detail with ability to work under pressure.
  • Proactive in identifying client needs and opportunities.

Skills

  • In-depth knowledge of equity markets, investment products, and trading strategies.
  • Excellent communication and interpersonal skills.
  • Strong analytical ability to interpret market trends and provide insights.
  • Proficiency in trading platforms and CRM tools.

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