Business Development Manager/Relationship Manager

LKP Securities; Kolkata District, Nashik District, Ahmedabad District; On-site; INR 600,000 - 900,000; Full time

Job summary

LKP Securities in India seeks an experienced sales/wealth management professional to cater to mass affluent clients, recommending equity, derivatives, mutual funds and other investment products. You will drive revenue, retain clients, and grow AUM while building trusted relationships.

The role requires strong market knowledge and client-facing skills for sustained growth. You will collaborate with trading, research and compliance teams to ensure accurate orders, compliant processes and superior

Qualifications

• 2+ years in sales/wealth management handling clients.
• Proficiency in trading platforms (CTCL).
• Background in Stock Broking or Wealth Management.
• Domain knowledge in capital markets and investment products.

Responsibilities

• Cater to investment needs of mass affluent clients by recommending products including equity, derivatives, equity advisory products, mutual funds, Unlisted Shares, PMS and AIF.
• Achieve assigned targets for revenue, client retention, and AUM.
• Acquire new clients for equity, derivatives, commodities, and other financial products.
• Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation.
• Drive cross-selling of the companys distribution products to create additional revenue streams.
• Execute client orders in equity, derivatives, commodity, and currency markets with accuracy and speed.
• Ensure compliance with exchange regulations, SEBI norms, and internal risk management guidelines.
• Handle online and offline trading platforms, resolving any client issues related to order execution.
• Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation.
• Coordinate with the back office, RMS (Risk Management System), and compliance teams for smooth trade settlements.
• Provide timely reports and trade confirmations to clients while maintaining transparency.
• Maintain confidentiality and integrity in handling client data and financial transactions.
• Build long-term relationships based on trust, transparency and value addition.
• Work closely with research, operations, and compliance teams to deliver superior client experience.
• Maintain regular communication with clients to review portfolio performance and address concerns.

Skills

Sales/Wealth management

Trading platforms CTCL

Capital markets knowledge

Investment products

Job description

Role & responsibilities

• Cater to investment needs of mass affluent clients by recommending products like including equity, derivatives, equity advisory products, mutual funds, Unlisted Shares, PMS and AIF.


• Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management).


• Acquire new clients for equity, derivatives, commodities, and other financial products.


• Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation.


• Drive cross-selling of the companys distribution products to create additional revenue streams.


• Execute client orders in equity, derivatives, commodity, and currency markets with accuracy and speed.


• Ensure compliance with exchange regulations, SEBI norms, and internal risk management guidelines.


• Handle online and offline trading platforms, resolving any client issues related to order execution.


• Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation.


• Coordinate with the back office, RMS (Risk Management System), and compliance teams for smooth trade settlements.


• Provide timely reports and trade confirmations to clients while maintaining transparency.


• Maintain confidentiality and integrity in handling client data and financial transactions.


• Build long-term relationships based on trust, transparency and value addition.


• Work closely with research, operations, and compliance teams to deliver superior client experience.


• Maintain regular communication with clients to review portfolio performance and address concerns.

Preferred candidate profile

• 2 + Years in sales/wealth management of handling clients.


• Proficiency in trading platforms i.e. CTCL.


• Preferred industry back ground: Stock Broking, Wealth Management.


• Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products.


• Goal-oriented with a focus on delivering exceptional client service.