Relationship Manager

2 weeks ago

Ahmedabad India Alankit Assignments Ltd Full time

Job Description A Broking Sales Relationship Manager will be expected to be responsible for acquiring new clients and managing existing high-value relationships to generate brokerage revenue through the sale of various financial products, including equities, mutual funds, and derivatives. Key Responsibilities - Client Acquisition & Business Growth: Identify, acquire, and onboard new retail and/or institutional clients, promoting Demat and Trading account openings through lead generation and referrals. - Relationship Management: Build and maintain strong, trust-based relationships with active traders and high-net-worth individuals (HNIs). This involves regular contact, understanding client needs, and ensuring high satisfaction and retention rates. - Sales & Revenue Generation: Drive revenue by meeting sales/revenue targets, cross-selling a range of investment products (e.g., Mutual Funds, PMS, IPOs, Insurance), and encouraging trading activity. - Advisory Services: Provide clients with investment advice and tailored stock trading solutions based on market trends, risk assessment, and financial needs. - Operational Support & Compliance: Assist clients with account setup, trading interfaces, and order execution. Ensure all client onboarding, KYC (Know Your Customer), and regulatory requirements are met and documented. - Market Analysis: Monitor client trading patterns and stay updated on market trends to identify opportunities to upsell or provide timely market insights. Qualifications & Skills - Education: A Bachelor's degree in Finance, Business Administration, Economics, or a related field is typically required. An MBA will be a plus. - Experience: Good experience in equity sales, broking, wealth management, or a similar financial services role. - Certifications: Relevant financial certifications such as NISM (National Institute of Securities Markets) Series VII, Series VIII, or equivalent licenses are often preferred or required, depending on the region. - Skills: - Strong knowledge of capital markets, stock trading mechanisms, and financial products. - Excellent communication, negotiation, and presentation skills. - Strong sales aptitude and a target-driven mindset. - Ability to build trust and rapport with high-value clients. - Familiarity with CRM software and trading platforms.

  • Relationship Manager

    7 days ago

    Ahmedabad, India GetFive Full time

    Job Description Role Overview We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, India Erience Solutions Full time

    Job Description Company Description Erience Solutions is an ISO 9001:2008 certified Internet agency specializing in Web, Blockchain, and AI solutions. With over six years of business excellence, we have delivered more than 3,000 projects in the blockchain and eCommerce space. Our dedicated and highly qualified team provides custom, scalable solutions that...

  • Relationship Manager

    7 days ago

    Ahmedabad, Gujarat, India, Gujarat The Leaders Hive Full time

    Position Vacant / Job TitleRelationship Manager - Dy Manager /ManagerOrganization NameReceivables Exchange of India LtdCompany ProfileReceivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting up...

  • Relationship Manager

    1 week ago

    Ahmedabad, Gujarat, India, Gujarat GetFive Full time

    Role OverviewWe are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors’ network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships. Key...

  • Client Relationship Manager

    7 days ago

    Ahmedabad, India DevX Full time

    Job Description Role: Client Relationship Manager (CRM) The Client Relationship Manager (CRM) ensures that DevX centers deliver high-quality client experiences through efficient client onboarding, contract management, billing coordination, sales support, event planning, and relationship management. The role requires a proactive and client-centric approach to...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India, Gujarat YES BANK Full time

    Job Title: Relationship Manager - SM / AVPDepartment: Small Enterprises (SE) - Working Capital ProductsExperience: 5+ yearsGrade: SM / AVPRole Summary:We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with...

  • Relationship Manager

    5 days ago

    Ahmedabad, India The Leaders Hive Full time

    Position Vacant / Job Title Relationship Manager - Dy Manager /Manager Organization Name Receivables Exchange of India Ltd Company Profile Receivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting...

  • Relationship Manager

    5 days ago

    Ahmedabad, India The Leaders Hive Full time

    Position Vacant / Job Title Relationship Manager - Dy Manager /Manager Organization Name Receivables Exchange of India Ltd Company Profile Receivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India, Gujarat Alankit Assignments Ltd Full time

    A Broking Sales Relationship Manager will be expected to be responsible for acquiring new clients and managing existing high-value relationships to generate brokerage revenue through the sale of various financial products, including equities, mutual funds, and derivatives. Key ResponsibilitiesClient Acquisition & Business Growth: Identify, acquire, and...

  • Relationship Manager

    1 week ago

    Ahmedabad, India GetFive Full time

    Role Overview We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors’ network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships. Key...