Relationship Manager

Job highlights

• Travel Allowance (TA), Mobile Allowance, Flexible Working Hours, 5 working daysJob DescriptionThe Relationship Manager (RM) is the primary point of contact between the broking firm and its clients. The role involves acquiring new clients, building long-term relationships, advising on investment products, and growing the firm's business through brokerage, assets under management, and cross-selling.Client acquisitionGenerate leads through networking, referrals, corporate tie-ups, seminars, and digital channels.Open trading and demat accounts and complete KYC and onboarding formalities.Meet monthly and quarterly targets for new clients and business volumes.Relationship managementServe as the single point of contact for assigned clients (retail, HNI, or institutional).Understand each client's financial goals, risk appetite, and investment horizon.Maintain regular contact through calls, meetings, and portfolio reviews to retain and grow the client base.Advisory and salesRecommend suitable p

The Relationship Manager (RM) is the primary point of contact between the broking firm and its clients. The role involves acquiring new clients, building long-term relationships, advising on investment products, and growing the firm's business through brokerage, assets under management, and cross-selling. Client acquisition Generate leads through networking, referrals, corporate tie-ups, seminars, and digital channels. Open trading and demat accounts and complete KYC and onboarding formalities. Meet monthly and quarterly targets for new clients and business volumes. Relationship management Serve as the single point of contact for assigned clients (retail, HNI, or institutional). Understand each client's financial goals, risk appetite, and investment horizon. Maintain regular contact through calls, meetings, and portfolio reviews to retain and grow the client base. Advisory and sales Recommend suitable products such as equities, derivatives, mutual funds, IPOs, bonds, PMS, insurance, and commodities or currency, based on client profile. Share research reports, market updates, and trade ideas from the research team. Cross-sell and upsell the firm's products and services. Client servicing Resolve queries and complaints related to trading, settlements, funds, and statements promptly. Guide clients on platform usage (web, mobile app, and trading terminals). Brokerage revenue generated Client assets and net new money brought in Client retention and activity rate Cross-sell ratio Compliance adherence and client satisfaction scores