Relationship Manager

Company Description

At Mehak Wealth Management, Our motto is to help you grow, protect, and pass on your wealth to the next generation. We serves the mission-critical needs of asset managers with clients spanning mutual funds, AIFs, insurance, pension, wealth managers, and corporates. We cater wealth management services for investors who are spread across the country, along with international wealth management mandates for clients across international markets in asset classes like Mutual Funds, Debt, Corporate & Government Bonds, Equity, Commodities, Portfolio Management Services (PMS), Real Estate Advisory etc. We offer a complete financial solution that encompasses every sphere of life, from Mutual Funds Our mission is tangible progress and growth in our clients, wealth through long term, conservative and responsible non speculative investments to give financial security and peace of mind by remaining always on your side of the table. Mr. Rajan Malhotra is the chairman & managing director of M/s Mehak Group of Companies since its inception.

Relationship Manager

Key Responsibilities:

• Acquire new clients for Demat, Trading, and Investment products and ensure smooth onboarding and KYC completion.
• Maintain strong relationships with existing clients, understand their financial goals, and recommend appropriate equity, derivatives, and investment products within regulatory guidelines.
• Generate revenue through brokerage, cross-selling of mutual funds, insurance, IPOs, and other financial instruments.
• Identify and onboard new franchise partners or sub-brokers and support them in business development.
• Provide product training, trading platform assistance, and regular performance reviews to franchise partners.
• Deliver market updates, coordinate with the research team for investment ideas, and support clients in executing trades.
• Resolve client queries promptly to ensure high satisfaction and long-term engagement.
• Achieve monthly targets related to client acquisition, revenue, and franchise growth while following compliance standards.

Skills & Competencies:

• Strong understanding of stock markets, equity/F&O, mutual funds, and trading platforms.
• Excellent communication, sales ability, and relationship management skills.
• Self-driven, target-oriented, and proficient in broking operations and compliance norms.