Client Relationship Manager

3 days ago

Delhi, Delhi, India Erekrut... Recruitment Made Easy Full time ₹ 1,20,000 - ₹ 3,60,000 per year

Designation: Broking Relationship Manager

What You'll Do

  • Acquire new clients through networking, referrals, and proactive outreach strategies
  • Strengthen and expand existing client relationships by delivering top-quality broking services
  • Offer tailored
    investment advisory
    in equities and derivatives aligned with client goals
  • Execute client trades with precision and efficiency across market segments
  • Drive revenue by meeting sales targets and cross-selling/up-selling financial products
  • Monitor client portfolios, identify new opportunities, and manage risks effectively
  • Stay ahead of market movements, research insights, and regulatory updates to guide clients

What You Need

  • Strong knowledge of
    equity and derivative markets
  • Proven success in client acquisition and retention within broking/financial services
  • Valid
    NISM certifications (Equity & Derivatives)
  • Exceptional communication, negotiation, and relationship-building skills

What We Expect from You

  • Consistently meet and exceed
    monthly client acquisition and revenue targets
  • Maintain a
    minimum number of active trading clients
    and ensure high client engagement
  • Demonstrate
    proactive outreach
    — not waiting for leads but building your own network
  • Uphold the highest levels of
    compliance, transparency, and ethical standards
    in all dealings
  • Stay
    updated with markets and regulations
    and translate insights into actionable client strategies
  • Contribute to the team's growth by sharing best practices and innovative approaches

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