Relationship Manager – Equity Broking
1 week ago
Job Title: Relationship Manager – Equity Broking & Mutual Funds
Experience: 1-2 years in broking / financial services (mandatory)
Certifications: Mandatory – NISM VA (Mutual Funds Distributor)
Role & Key Responsibilities
* Serve as the primary point of contact for your client portfolio—manage and service existing clients to ensure satisfaction and retention.
* Execute equity trades for clients efficiently and accurately via the NSE INVEST platform (or equivalent trading platform).
* Cross-sell and upsell mutual fund schemes and PMS offerings to clients, leveraging product knowledge and client insight.
* Possess thorough knowledge of mutual fund operations: SIP, SWP, STP, step-up, top-up, etc., and advise clients accordingly.
* Perform client KYC, ensure compliance with regulatory norms, and keep documentation up to date.
* Conduct market research (equities, sectors, macro trends) and mutual fund research to provide value-added advice and support client decisions.
* Work to grow the client base by consistently generating trade revenue and increasing assets under management (AUM).
* Maintain high accuracy in trade execution, reconciliations, and follow-up to minimise errors and ensure client trust.
Required Skills & Qualifications
* 1-2 years of experience in a broking / financial services firm (executing trades, client servicing, mutual funds, etc.)
* Mandatory: Certified with NISM-VA (Mutual Funds)
* B.Com (Graduation)
* Good understanding of mutual fund concepts: SIP, SWP, STP, step-up, top-up
* Solid knowledge of KYC requirements and compliance processes in broking/wealth management
Job Type: Full-time
Pay: From ₹25,000.00 per month
Work Location: In person
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