Relationship Manager

Broking Sales Relationship Manager

Key Responsibilities

• Client Acquisition & Business Growth

  : Identify, acquire, and onboard new retail and/or institutional clients, promoting demat and trading account openings through lead generation and referrals.

• Relationship Management

  : Build and maintain strong, trust-based relationships with active traders and high-net-worth individuals (HNIs). This involves regular contact, understanding client needs, and ensuring high satisfaction and retention rates.

• Sales & Revenue Generation

  : Drive revenue by meeting sales/revenue targets, cross-selling a range of investment products (e.g., Mutual Funds, PMS, IPOs, Insurance), and encouraging trading activity.

• Advisory Services

  : Provide clients with investment advice and tailored stock trading solutions based on market trends, risk assessment, and financial needs.

• Operational Support & Compliance

  : Assist clients with account setup, trading interfaces, and order execution. Ensure all client onboarding, KYC (Know Your Customer), and regulatory requirements are met and documented.

• Market Analysis

  : Monitor client trading patterns and stay updated on market trends to identify opportunities to upsell or provide timely market insights.

Qualifications & Skills

• Education

  : A Bachelor's degree in Finance, Business Administration, Economics, or a related field is typically required. An MBA will be a plus.

• Experience

  : Good experience in equity sales, broking, wealth management, or a similar financial services role.

• Certifications

  : Relevant financial certifications such as NISM (National Institute of Securities Markets) Series VII, Series VIII, or equivalent licenses are often preferred or required, depending on the region.

• Skills

  :
• Strong knowledge of capital markets, stock trading mechanisms, and financial products.
• Excellent communication, negotiation, and presentation skills.
• Strong sales aptitude and a target-driven mindset.
• Ability to build trust and rapport with high-value clients.
• Familiarity with CRM software and trading platforms.