Relationship Manager

2 weeks ago

indore district, 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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