Relationship Manager

Job Description

Role Overview: As a Relationship Manager Dealer, you will be responsible for acquiring and managing clients in the equity and derivatives segments, executing trades, and providing personalized investment advice. Your role will involve leveraging algorithmic trading tools and strategies to enhance client portfolios and ensure compliance with regulatory standards. Role & responsibilities Client Acquisition & Onboarding Identify and acquire new clients through various channels, including referrals, cold calling, and networking events. Onboard clients by assisting them in opening Demat and trading accounts, ensuring a smooth and efficient process Relationship Management Develop and maintain long-term relationships with clients by providing personalized investment advice and solutions. Regularly interact with clients to understand their financial goals and risk tolerance, offering tailored strategies. Trading Execution & Advisory Execute trades on behalf of clients in the equity and derivatives markets, ensuring timely and accurate transactions. Advise clients on market trends, investment opportunities, and portfolio adjustments. Algorithmic Trading Support Educate clients on algorithmic trading platforms and assist in the creation and modification of customer-defined algo strategies using zero-code tools. Collaborate with third-party vendors to provide strategy solutions and relevant algo trading opportunities Compliance & Risk Management Ensure all trading activities comply with SEBI regulations and internal policies. Monitor client portfolios for risk and performance, providing timely updates and adjustments as needed Sales & Business Development Achieve and exceed sales targets by promoting and selling stock broking products such as Demat accounts, mutual funds, and bonds. Conduct marketing, sales, and brand-building activities to attract new customers. Preferred candidate profile Bachelors degree in Finance, Economics, Business Administration, or a related field. Postgraduate degree like an MBA (Finance) is preferred. NISM Series VIII (Derivatives segment) certification is mandatory. Strong knowledge of technical analysis and trading strategies. Familiarity with algorithmic trading platforms and zero-code strategy tools. Minimum 4 to 5 years relevant experience required.