Relationship Manager

Position Title:

Company Profile:

LKP Securities has a strong presence in major Indian cities like Mumbai, Delhi, Chennai, Hyderabad, Kolkata, Ahmedabad, Surat, Pune, Nashik. The company is known for its robust risk management practices and cutting-edge technology platforms that enable seamless trading and investment processes for its clients.

With a team of experienced professionals, LKP Securities is committed to delivering quality services to individual and institutional investors. The company's research division provides in-depth analysis and market insights, allowing clients to make informed investment decisions.

Role Overview:

Key Responsibilities:

• Acquire new clients for equity, derivatives, commodities, and other financial products.
• Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation.
• Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management).
• Drive cross-selling of the companys distribution products to create additional revenue streams.
• Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation.
• Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends.
• Coordinate with the dealing team to execute trades efficiently as per client requirements.
• Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions.
• Conduct investor awareness programs, webinars, and client engagement activities to enhance business.
• Provide timely reports and trade confirmations to clients while maintaining transparency.
• Maintain confidentiality and integrity in handling client data and financial transactions.
• Build long-term relationships based on trust, transparency and value addition.
• Work closely with research, operations, and compliance teams to deliver superior client experience.
• Maintain regular communication with clients to review portfolio performance and address concerns

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Qualification:

• NISM Certification.
• Graduate/Postgraduate (Preferably in Finance, Commerce, or related field)

Preferred Candidate:

• 1+ Years in sales/wealth management of handling clients.
• Preferred industry back ground: Stock Broking, Wealth Management.
• Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products.
• Goal-oriented with a focus on delivering exceptional client service.