Relationship Manager

Job Description

• Job Specifications
• Profile RM-Sales
• Designation Relationship Manager
• PRIMARY JOB RESPONSIBILITIES
• Key Responsibilities
  1. Client Acquisition and Onboarding:
  • Identify and acquire new clients for equity trading and investment services.
  • Build a strong network to generate leads and convert prospects into clients.
  • Facilitate the onboarding process for new clients, ensuring all documentation and KYC compliance are completed efficiently.
  1. Client Relationship Management:
  • Develop and maintain strong relationships with retail and high-net-worth individuals (HNIs).
  • Understand clients financial goals, risk tolerance, and investment needs to provide tailored equity market solutions.
  • Regularly engage with clients to review their portfolios and suggest adjustments based on market trends.
  1. Equity Market Advisory and Execution:
  • Provide clients with expert advice on equity investments, market opportunities, and trading strategies.
  • Ensure timely execution of buy/sell orders and provide updates on market conditions.
  • Suggest additional financial products such as mutual funds, bonds, and derivatives to diversify client portfolios.
  1. Revenue Generation:
  • Achieve individual revenue targetsthroughequitybroking revenue, Value added schemesandthird party productsales.
  • Identify cross-selling and up-selling opportunities for other financial products and services.
  • Monitor and ensure high client activity levels to meet brokerage revenue goals.
  1. Market Awareness and Research:
  • Stay updated on equity market trends, macroeconomic developments, and corporate actions.
  • Share insights with clients and proactively guide them on portfolio strategies.
  • Provide inputs for market reports and assist in developing investment strategies for the team.
  1. Compliance and Risk Management:
  • Ensure all client transactions adhere to regulatory norms (SEBI, NSE/BSE, etc.).
  • Maintain accurate records of client interactions and trading activities for audit purposes.
  • Educate clients about market risks and ensure they invest within their risk appetite.
  .

Keyskills :
demattppdirect salesfield sales