Relationship Manager

Job highlights

• Annual Bonus, PF, Health Insurance, ESI (ESIC)Job DescriptionThe Relationship Manager will be responsible for acquiring new clients, managing existing clients, increasing trading activity, generating brokerage revenue, and developing long-term relationships with retail and HNI clients.Generate new clients through calling, references, networking, market visits, and leads.Acquire new Demat and Trading Accounts.Build and maintain a strong prospect pipeline.Convert qualified prospects into active clients.Focus on acquisition of Retail, HNI and other eligible client segments.Maintain regular contact with existing clients.Understand clients' investment and trading requirements.Increase client engagement and trading activity.Resolve client queries by coordinating with relevant internal teams.Build long-term relationships and improve client retention.Drive equity brokerage business and achieve assigned monthly/quarterly targets.Increase client trading volumes and active-client base.Identify op

The Relationship Manager will be responsible for acquiring new clients, managing existing clients, increasing trading activity, generating brokerage revenue, and developing long-term relationships with retail and HNI clients. Generate new clients through calling, references, networking, market visits, and leads. Acquire new Demat and Trading Accounts . Build and maintain a strong prospect pipeline. Convert qualified prospects into active clients. Focus on acquisition of Retail, HNI and other eligible client segments. Maintain regular contact with existing clients. Understand clients' investment and trading requirements. Increase client engagement and trading activity. Resolve client queries by coordinating with relevant internal teams. Build long-term relationships and improve client retention. Drive equity brokerage business and achieve assigned monthly/quarterly targets. Increase client trading volumes and active-client base. Identify opportunities to increase client wallet share. Promote relevant products and services offered by the company. Generate business through referrals and existing client relationships. Introduce suitable products/services to eligible clients, including: Equity Trading IPOs Mutual Funds Bonds / Fixed Income Products PMS / AIF, wherever applicable Margin/Funding products, wherever applicable Research and advisory services, where applicable Other company-approved financial products Keep updated with equity markets, market trends and major corporate developments. Understand the company's trading platforms and product offerings. Coordinate with the Research Team for relevant approved research material. Communicate product features and market information accurately and responsibly.