Relationship Manager

JK Securities; Ahmedabad District; On-site; INR 1,500,000 - 3,500,000; Full time

Job summary

JK Securities in India is seeking an experienced client-focused broker to acquire new clients, manage relationships, and grow brokerage revenue. You will provide market updates, stock ideas, and trading support to enable higher client activity and trust across the portfolio.

The role requires strong communication and sales skills, knowledge of Demat & trading accounts, and a solid understanding of equity markets. Prior experience in financial services is essential for success.

Qualifications

• 15 years of experience in Equity Broking/Stock Broking/Financial Services.
• NISM certification preferred.
• Graduate in any discipline.

Responsibilities

• Acquire new clients and generate brokerage revenue.
• Manage and maintain existing client relationships.
• Provide market updates, stock ideas, and trading support.
• Increase client trading activity and business.
• Follow up on leads and convert prospects into active clients.
• Coordinate with Research, RMS, Operations, and Back Office teams.
• Resolve client queries and ensure quality service.
• Ensure compliance with company policies and regulatory requirements.

Skills

Equity markets knowledge

Trading

Demat & trading accounts

Client relationship management

Strong communication skills

Sales skills

NISM certification

Education

Graduate in any discipline

Job description

Specific Responsibilities:

• Acquire new clients and generate brokerage revenue.
• Manage and maintain existing client relationships.
• Provide market updates, stock ideas, and trading support.
• Increase client trading activity and business.
• Follow up on leads and convert prospects into active clients.
• Coordinate with Research, RMS, Operations, and Back Office teams.
• Resolve client queries and ensure quality service.
• Ensure compliance with company policies and regulatory requirements.

Key Performance Indicators:

• Brokerage / Revenue Generation.
• New Client Acquisition
• Client Activation Retention
• Trading Volume
• Lead Conversion
• Cross-Selling.
• Monthly / Quarterly Target Achievement.
• Client Satisfaction.

Technical Competencies /Skills:

• Good knowledge of Equity Markets and Trading.
• Knowledge of Demat, Trading Accounts, Equity basic FO.
• Strong communication and sales skills.
• Good client relationship management skills.
• NISM certification preferred.
• Graduate in any discipline.

Experience:

• 15 years of experience in Equity Broking / Stock Broking / Financial Services.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.