Relationship Manager

Role & responsibilities

Client Relationship Management:

Build and maintain strong relationships with clients by understanding

their financial goals, risk tolerance, and investment preferences.

Regularly communicate with clients to provide market updates,

investment advice, and address any concerns they may have.

Sales and Business Development:

Achieve healthy revenues without compromising on clients profitability

with Cross-selling of other financial products & attain maximum reach of

investment ideas/stock calls initiated. End to End Customer relationship

management and client servicing

Acquire new clients for Demat and Trading, Mutual Funds, Portfolio

Management Services, third party products, and Insurance through

networking, database, and references.

Understand the financial products (Equity, Derivatives, PMS, MF) of the

company and pitch the same to prospects, engage and guide prospects

in the documentation for availing the same. Responsible for developing

business for the company which requires a thorough knowledge of the

market, products, the solutions/services of Retail Broking.

Client Acquisition:

Identify and prospect potential clients to expand the client base.

Present the brokerage firm's products and services to potential clients

and explain how they can meet their financial needs.

Risk Management:

Assess the risk tolerance of clients and recommend appropriate

investment products.

Implement risk management strategies to protect clients' investments.

Compliance:

Ensure compliance with regulatory requirements and company policies.

Keep abreast of changes in financial regulations and communicate

relevant updates to clients.

Performance Reporting:

Provide clients with regular performance reports and updates on their

investment portfolios.

Discuss the performance of their investments and make adjustments as

needed.

Preferred candidate profile