Relationship Manager

2 days ago

Indore, Madhya Pradesh, India AnandRathi Full time

Job Specification

Profile: RM Sales

Designation: Relationship Manager

Location: Indore

Reporting To: Branch Manager / Cluster Head

Primary Job Responsibilities

1. Client Acquisition and Onboarding

  • Identify and acquire new clients for equity trading and investment services.
  • Build a strong network to generate leads and convert prospects into clients.
  • Facilitate smooth onboarding for new clients, ensuring all documentation and KYC compliance are completed efficiently.

2. Client Relationship Management

  • Develop and maintain long-term relationships with retail and high-net-worth (HNI) clients.
  • Understand clients' financial goals, risk appetite, and investment needs to provide customized equity market solutions.
  • Conduct regular portfolio reviews and suggest adjustments based on market movements and client objectives.

3. Equity Market Advisory and Execution

  • Provide clients with expert advice on equity investments, market trends, and trading strategies.
  • Ensure timely and accurate execution of buy/sell orders and communicate market updates proactively.
  • Recommend additional financial products such as mutual funds, bonds, and derivatives to diversify portfolios.

4. Revenue Generation

  • Achieve individual revenue targets through equity broking, value-added schemes, and third-party product sales.
  • Identify opportunities for cross-selling and up-selling across financial products and services.
  • Drive client engagement and activity to meet brokerage revenue goals.

5. Market Awareness and Research

  • Stay abreast of equity market developments, macroeconomic trends, and corporate actions.
  • Share timely insights with clients to help them make informed investment decisions.
  • Provide inputs for internal market reports and support the development of investment strategies.

6. Compliance and Risk Management

  • Ensure all transactions comply with SEBI, NSE, and BSE regulations.
  • Maintain accurate records of client interactions and trades for audit purposes.
  • Educate clients about market risks and promote responsible investing within their risk profiles.

Academic Requirements

  • Bachelor's degree in Finance, Commerce, or Economics.
  • NISM certification preferred.

Experience

  • 2–5 years of experience in equity markets, wealth management, or a similar role.
  • Team handling experience: Not applicable

Key Competencies

  • Customer-focused with a consultative sales approach.
  • Strong problem-solving and negotiation abilities.
  • High attention to detail and ability to perform under pressure.
  • Proactive in identifying client needs and new market opportunities.

Skills Required

  1. Strong understanding of equity markets, third-party products, and investment strategies.
  2. Excellent communication and interpersonal skills for effective client engagement.
  3. Ability to analyze market trends and provide actionable investment insights.
  4. Proficiency in trading platforms and CRM tools.

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