Client Relationship Manager

Designation: Client 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