Relationship Manager

Roles & Responsibilities:

• Execute equity and derivatives trades accurately on behalf of clients, in line with regulatory guidelines
• Monitor live market movements and provide real-time updates to clients to support informed trading decisions
• Understand clients investment objectives, risk appetite, and financial goals to provide market insights and investment recommendations to clients based on companies research reports
• Address client queries related to portfolio performance, account statements, and trading-related concerns
• Operate trading terminals with proficiency
• Provide real-time order updates and confirmations to clients over recorded communication lines
• Maintain accurate trade execution records and client interaction logs using internal CRM tools
• Ensure strict adherence to Risk Management, Settlement, and Compliance protocols
• Comply with SEBI regulations, exchange rules, and internal company policies
• Responsible for acquiring new clients for opening demat accounts and cross-selling of allied products such as mutual funds, insurance, and other investment instruments to existing clients
• Keep abreast of the market news, financial trends and current affairs
• To achieve healthy revenues targets without compromising on clients profitability

Key Competencies:

• NISM VIII & NISM XXV A certification is mandatory
• Excellent communication and active listening skills
• Confidence and strong presentation abilities
• Ability to explain information clearly and simply
• Strong convincing and interpersonal skills