Relationship Manager/Sr. Relationship Manager

7 hours ago

Delhi, Delhi, India Phillipcapital Full time ₹ 5,00,000 - ₹ 25,00,000 per year

The Relationship Manager (RM) in Stock Broking is responsible for acquisition and managing a portfolio of clients, guiding them through the stock trading process, and ensuring high levels of satisfaction while generating revenue for the brokerage firm.

Key Responsibilities

  • Client Acquisition and Retention:

  • Develop and maintain relationships with high-net-worth individuals (HNWIs) and corporate clients.

  • Acquire new clients for stock broking services by identifying prospects, understanding their investment goals, and offering suitable solutions.

  • Engage with existing clients to enhance the value of the relationship and increase business share.

  • Investment Advisory:

  • Understand clients financial goals, risk appetite, and investment horizon.

  • Provide tailored advice on stocks, mutual funds, ETFs, bonds, and other financial instruments.
  • Suggest trading strategies based on market trends and economic conditions.

  • Ensure clients' portfolios are aligned with their investment goals and risk profile.

  • Market Insights & Trading Execution:

  • Keep clients informed about market developments, stock performance, and relevant news.

  • Assist clients in executing trades (buy/sell) across various stock exchanges.

  • Help clients understand various investment opportunities (e.g., IPOs, stock options, futures).

  • Relationship Management:

  • Build and nurture long-term relationships with clients, ensuring high satisfaction and loyalty.

  • Provide excellent customer service, addressing client queries, concerns, and complaints promptly.

  • Regularly meet clients to discuss portfolio performance, market conditions, and new product offerings.

  • Risk Management and Compliance:

  • Ensure that all client transactions are executed in compliance with SEBI (Securities and Exchange Board of India) regulations, as well as internal compliance and risk policies.

  • Advise clients on risk management strategies to mitigate exposure in volatile market conditions.

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