Relationship Manager

1 day ago

Indore, 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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